Setup

Terms and Conditions

Your firm can create Terms and Conditions for clients who use your firm’s Onvio Client Centre. These Terms and Conditions form an agreement between your firm and its clients, which each client agrees to when they log in.

Set up your firm’s Onvio Client Centre Terms and Conditions

When you enable the Terms and Conditions, you acknowledge that these Terms and Conditions are between your firm and your clients, and do not involve Thomson Reuters.
  1. Select
    Setup,
     then
    Terms and Conditions
     from the main menu.
  2. Enter the text of your Terms and Conditions
  3. Select
    Publish
    .
  4. Turn on the
    Enable
     switch when you want your clients to accept your Terms and Conditions.

View the current version of your Onvio Client Centre Terms and Conditions

  1. Select
    Setup
    , then
    Terms and Conditions
     from the main menu.
  2. Select
    View Text
     under the Published Version Detail heading.

Update your firm’s Onvio Client Centre Terms and Conditions

  1. Select
    Setup
    , then
    Terms and Conditions
     from the main menu.
  2. Make your changes to the Terms and Conditions Text
  3. Select
    Publish
    .
note
The version number under the Published Version Detail heading is updated. If the Enable switch is turned on, your clients will be required to agree to the updated Terms and Conditions when they next log in.

Check clients have accepted your Onvio Client Centre Terms and Conditions

  1. Select
    Reporting
    , then
    Onvio Usage
     from the main menu.
  2. Select the
    Terms and Conditions
     tab.
note
You can see who has accepted Terms and Conditions and which version they last accepted.

This article applies to:

  • Product: Onvio
  • Audiences: Staff