Managing Disclaimers

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Introduction

A Disclaimer in Configio is a document that is assigned to a Product, Region, or Category, and it is presented to the customer during checkout. You can choose to display your Disclaimer on a dedicated tab during checkout. This option supports the customer submitting an electronic signature to agree to your Disclaimer. Or, you can choose to link to your Disclaimer on the Process Order tab. This option allows the customer to just check a box to agree to your Disclaimer. You can have multiple Disclaimers (with different options) assigned to a single Product. Disclaimers can also be public so that users do not have to purchase anything (or create an account) to sign them.

Example: You have a racing event, and you require every participant to sign a release of liability. You also have a refund policy that does not need to be signed.
How To: Create a Word document (.doc or .docx) or a .pdf with your complete release of liability text and copy the text into Configio's text editor. Do the same for your refund policy.

Getting Started

Under Settings > Disclaimers, click Add New.

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Title your disclaimer and paste your text into the editor from your previous document, or add new text if you do not have a pre-existing document.

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Click the Save button. You have now successfully created a new disclaimer and can assign it to a product or category of products. See Products > Assignments.

Enabling Signatures

If your Disclaimer needs to be signed by the customer, check "Show & Require" next to "Signature". They can then enter their signature via a mouse or touchscreen via the screen shown below:

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Link to it from the Process Payment Screen

If your Disclaimer just needs to be viewable, check "Agree on Process Order Page" next to "Checkout". Customers will then see a checkbox and a link to the Disclaimer, as seen below:
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They can simply check to agree, or they can first click on the link to view the Disclaimer in a modal, as seen below:
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Make it Public

You can also make your disclaimers available for agreement without checkout by checking the Public checkbox. See the Public Disclaimers help file for more information. This will prompt several other questions as shown below:

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The blank box below Public will show the URL for your disclaimer.
Checking Email Copy will send the Disclaimer Confirmation email setup in Email Messages to the person who agreed to the disclaimer.

Show/Require Fields allows the administrator to select which fields are shown and which fields are required for each person the disclaimer is agreed to for.
Electronic Signature Consent is the legal text shown for agreement to the disclaimer.

Under Minors the administrator can choose to allow the customer to agree to the disclaimer on behalf of other minors. Check Allow Minors to give the customer this ability.
Show Relationship to allow the customer to say how they are related to the minor, check Require to require the customer to answer.
Sign on Behalf of Minor Consent and Sign on Behalf of Minor & Adult Consent are the legal text shown depending upon the agreement the customer chooses (for the adult only, adult and minor, or minor only).

A completed Public Disclaimer would look like this:

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Prompting the customer to complete the disclaimer like so:

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Depending upon the customer's selection, they are able to enter agreement information for an Adult, Minor(s) or an Adult and Minor(s). Choosing Adult and Minor(s) shows the questions below:

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The questions asked and required are set above in the disclaimer setup.

 

This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.

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