The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs.
Edit by selecting the pen icon to the right of the field:
Add in your Terms & Conditions text and ‘Save'
Disclaimer and Risk Questionnaire Message work in the same way:
The Disclaimer will appear on your reports and as a footer in emails to the client:
The Risk Questionnaire Message will appear on the email sent to the client to complete an attitude to risk questionnaire.