# Terms & Conditions

## 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**

{% hint style="info" %}
[Click here to view how to access Terms & Conditions](https://docs.cloudscaff.com/settings/accessing-settings)
{% endhint %}

## **Open Terms & Conditions**

Click **Customer Profiles**

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FdBfvVZzczrkbuBwOQuWL%2FScreenshot%202025-11-04%20at%2013.12.03.png?alt=media&#x26;token=289e063b-8cd8-4217-8d6f-cf8c09236a0c" alt="" width="375"><figcaption></figcaption></figure></div>

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### Terms & Conditions Dashboard

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FKlkTPuXgecLd8D6lwpuT%2FScreenshot%202025-11-04%20at%2013.12.12.png?alt=media&#x26;token=a9d654a7-1f81-4262-a782-a6298ab60742" alt=""><figcaption></figcaption></figure></div>

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.

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### 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**)

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2Fkqdk8YLTUA7EVcmMuVdx%2FScreenshot%202025-11-04%20at%2013.31.46.png?alt=media&#x26;token=b1961f54-4a23-4cc1-b688-50137fcbde4b" alt="" width="375"><figcaption></figcaption></figure></div>

* A text editor will open with an empty or previously saved field.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2Froq6fiPxZyLVTaiRxWmE%2FScreenshot%202025-11-04%20at%2013.42.12.png?alt=media&#x26;token=14616510-cc5a-49d7-828a-9c7650a4548f" alt="" width="375"><figcaption></figcaption></figure></div>

* Enter your Terms & Conditions
  * You can write paragraphs, bullet points, safety notices, or legal statements.
* Click **Update Terms** to save.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FLGzxKg7VsXMjIduZbY58%2FScreenshot%202025-11-04%20at%2013.41.43.png?alt=media&#x26;token=d6f7c13e-70fd-476e-881a-af820c82c060" alt="" width="173"><figcaption></figcaption></figure></div>

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## 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.

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## 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.
