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[Flex] Add Terms and Conditions to Contracts

Yasen Marinov avatar
Written by Yasen Marinov
Updated yesterday

You can attach default legal documents to specific contract templates:

  1. Go to Settings > Experience Hub > Contracts.

  2. Click a contract type.

  3. In the Documents field, select the legal documents to attach.

  4. Click Update.

When a contract of the selected type is renewed:

  • If the document in the original contract differs from the current setting in the Documents field for that contract type, the terms in the contract type configuration take precedence over the actual terms in the original contract.

  • If no terms are set for the specific contract type, the latest version of the term used in the original contract will be reapplied.

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