How to Configure Agreement Templates
Every Recollective site includes two Agreement Templates: Personal Information Consent and Terms of Use. Agreement Templates offer a convenient way to provide your company with assurance about IP rights ownership and acceptable user behaviour, and will help you comply with international privacy laws.
Any Analyst on your Recollective site can activate Agreement(s) by navigating to Site Administration > Settings > Agreements menu.
By default, the Personal Information Consent template will appear in a ‘draft’ state on your site, however, the Terms of Use template can be found by clicking Use Template > Terms of Use. Selecting one of these Agreements will redirect you to the edit Agreement Setup Page.
Placeholder Values
Each Agreement includes [placeholders] that must be swapped before the Agreement can be activated. Placeholder values include information about your organization, such as the company name, jurisdiction, and where the data will be stored/processed. To locate the placeholders in the template, click the Next Placeholder button
Once you have finished filling out the placeholders, the yellow banner will disappear, and you can select Save at the bottom or top of the page to finish configuring the Agreement.
Activating Your Agreement
Swapping the placeholders and saving the Agreement will not automatically activate the Agreement. To activate the Agreement, you must select the Activate icon on the Agreements Page
