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Whats the Difference Between Terms and Documents?

Terms

Terms are the right fit for packaged terms or policies that you want to ensure are read and agreed to by the user, with a signature.

  • You can target terms by market, zones, products.
  • Enter the text within the WYSIWYG editor. You can format the text and add a link to a document if you need it.
  • A signature will be captured by default.
  • This is a good fit for basic policies, statements, and uniform agreements like Privacy Policy, Acceptable Use, or some statement of recognition that an expression of interest is not an order for service, etc.

Users will see all assigned terms with individual checkboxes at the end of their order, and then one box to collect their signature via the browser. This will work whether using a mouse or finger. Any linked documents will be opened in a separate window in case a user wants to download or print.

An order will not be able to be submitted if the required terms have not been checked and signed.

All terms accepted will be available on each order including date, time, IP Address, and device information related to the accepted term.

Documents

Documents are configured for electronic signing process which provides an additional level of verification.  Documents can be targeted by market, zone, and product with a variety of custom settings to fit your particular needs. They are also legally binding.

You can request signatures on a document automatically as a part of an order process as you define for certain markets, zones, or products. You can also request a signature on a document individually from order, in bulk from a list, from within the user's dashboard.

You are charged per signature request and have the tools to manage and continually communicate with outstanding signatures.