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Company Settings: Templates

This article will walk you through editing your terms & conditions as well as other system notification templates.

Written by Jeremy Harrison

Updated over a week ago

1. Click on Company Settings

2. Click on Templates

3. Paste your company T&C's into the text box

4. Click on Save

5. Select a Template form the dropdown

6. Make any needed edits

Note: Try not to delete any of the keywords (see highlighted example in blue.) These will automatically pull info from your customer's record to personalize the message.