How to Define Terms of Use for a Web Form

Defining a terms of use for a web form ensures that all submissions are preceded by the user’s agreement with the established conditions. See how to configure it below.

1st Step: Accessing the Web Forms Administration Module

In the lower left side menu, click “Settings” to access “Web Forms”, located in the upper center of the screen, to the left of “Card Tracker”.

When you open the “Web Forms” page, all existing forms will be displayed, along with the option to create new models for collecting requests from internal or external users.

In the forms list, locate the form to which you want to add a terms of use and click it to open the editing modal.

2nd Step: Accessing the Terms of Use Section

1. Inside the editing modal, scroll until you find the “Terms of Use” field.

2. In the “Terms of Use” button or section, add the legal content that users must accept before submitting the form.

3rd Step: Defining the Terms of Use Content

1. In the “Terms of Use” field, drag or click to select the PDF that will be used.

2. (Optional) Enable the “Terms of Use is required” option to require users to check the agreement checkbox before submitting the form.

4th Step: Saving the Changes

1. After adding the terms of use, click “Save” in the lower corner of the editing modal.

2. A success notification will appear in the lower left corner confirming that the terms have been applied.

5th Step: Verifying the Terms in the Public Form

1. Return to the Web Forms list and click the edited form.

2. Click “Open” in the upper right corner to preview how users will see the form. A new tab will open.

3. Scroll to the bottom of the form: the terms of use link will be displayed and the checkbox “I agree to the Terms of Service” will appear above the submit button.

    1. Try clicking “Submit” without checking the checkbox. The                  system should block the submission and display a message              requesting agreement.

    1. Check the checkbox and click “Submit” to confirm that the                terms requirement works correctly.

Best Practices:

• Keep the terms clear and objective to make them easy to understand.
• Review the text periodically according to legal or internal policy changes.
• Ensure readability by using short paragraphs and lists.
• Validate the acceptance requirement by testing before publishing.
• Store historical copies to maintain records of previous versions.

Conclusion:

You have learned how to add and configure a terms of use in a web form, from uploading the file to validating mandatory user agreement. If you have any questions, contact our support team.