Terms & Conditions
Add and manage the Terms & Conditions that automatically appear on your scaffold documents—such as handovers, inspections, dismantles, and certifications.
Purpose
Terms & Conditions allow your organization to attach custom legal or operational requirements to all generated scaffold documents.
When added, these appear automatically every time a document is created, ensuring compliance and consistent communication with customers and site teams.
If left blank, no Terms & Conditions will be attached to that document type.
Accessing Terms & Conditions
In the side navigation, click Settings → Terms & Conditions
Open Terms & Conditions
Click Customer Profiles
Terms & Conditions Dashboard
This page displays four management tiles:
Scaffold T’s & C’s Update Terms & Conditions for scaffold documents.
Handover T’s & C’s These will appear on every handover certificate you generate.
Inspection T’s & C’s Add inspection-specific requirements and disclaimers.
Dismantle T’s & C’s These apply to dismantle certificates and work orders.
Click any tile to open its editor.
Editing Terms & Conditions
Step-by-Step
From the Terms & Conditions dashboard, click on the template you want to edit (e.g., Handover T’s & C’s)
A text editor will open with an empty or previously saved field.
Enter your Terms & Conditions
You can write paragraphs, bullet points, safety notices, or legal statements.
Click Update Terms to save.
How It Works in Practice
Once saved, the Terms & Conditions are automatically inserted into every document of that type.
Handover Terms are embedded into Handover Certificates
Inspection Terms appear on Inspection Certificates
Scaffold Terms apply to Scaffold Sheets / Documents
Dismantle Terms appear on Dismantle Certificates
Tip: If a field is left blank, nothing will appear on that document type.
This gives full control to customize requirements per certificate.
Real Example
If you add safety disclaimers to Handover T’s & C’s, every handover document will include them without having to paste or type them manually.
If you add billing clauses to Scaffold T’s & C’s, they will appear each time you generate a scaffold document.
Best Practices
Keep wording clear and consistent across all document types.
Include safety notes, liability reminders, and operational rules.
Review these periodically to align with updated regulations or company policies.
If your company works in multiple regions, customize terms per requirement.
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