Creating and Managing the End User License Agreement (EULA) for your Portal
As part of Portal configuration, your firm can create an end user license agreement (EULA) that client portal users must agree to before they can access the portal. This EULA can be modified at any time. If the EULA is edited, the client users will be required to agree to the revised agreement when they next log into their portal.
To create, edit, or disable a EULA for your portal, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
Select Portal > Firm EULA setup on the navigation panel.
Select the Display Firm Logo in EULA check box if you want the logo that was uploaded for the portal to be used in the EULA window also. See Branding Your Portal, Share Safe, and Client Axcess Sites for instructions on uploading a logo to the portal.
Enter the text of the EULA in the large box.
Click Save.
Click Publish EULA to make the EULA active.
Click Yes to publish the EULA. The next time a user attempts to enter the portal, they will be asked to agree to the EULA before they can enter the portal.