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:

   Enable, create, and publish a new EULA

   1. Select the Enable EULA check box.
   2. 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.
   3. Enter the text of the EULA in the large box.
   4. Click Save.
   5. Click Publish EULA to make the EULA active.
   6. 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.

   Edit an existing EULA

   Note: If you publish a revised EULA, the list of users who have accepted the EULA is cleared. All users, including those who accepted an earlier version of the EULA, will be required to accept the revised EULA when they next log in to Portal.

   1. Click in the large text box that contains the existing EULA and make any necessary edits.
   2. Click Save.
   3. Click Publish EULA.
   4. Click Yes to clear the list of users who have previously accepted the EULA and to publish the EULA. Click No to cancel the update to the EULA.

   Disable the EULA

   1. Clear the Enable EULA box.
   2. Click OK. Portal users will no longer be required to agree to the EULA before accessing the portal.

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.