Customizing Your Terms and Conditions - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

The Disclaimer.htm file in your Plan Review directory is used to determine what terms and conditions will be displayed when new users register their accounts.

To customize the terms and conditions displayed for your site, follow these steps:

  1. Navigate to the Content folder of your Plan Review directory.
  2. Open the Disclaimer.htm file using a text editor such as Notepad.
  3. Modify the content of this file using standard HTML coding to display your desired terms and conditions.
  4. Save and close the file.
    Note:

    It is highly recommended that you test your Plan Review site to ensure that your terms and conditions are being displayed as expected. Some HTML styling elements can interfere with the Plan Review container page, which can adversely affect the appearance of your customized terms and conditions.

    Note:

    Any changes you make to this file may be overwritten when you upgrade Plan Review to a higher version. It is recommended that you back up your Disclaimer.htm file before upgrading.