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:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  2. Select Portal > Firm EULA setup on the navigation panel.
  3. Do one of the following as needed:

Note: If needed, you can generate a list of users who have agreed to your firm's EULA by clicking the View list of users that have accepted the EULA link at the bottom of the window. The resulting list can be saved in a number of different formats and printed.