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How to Add Standard Terms and Conditions to a Time & Material Tag (T&M Tag) or Change Order Request (COR)

Learn how to add custom Terms and Conditions to every T&M Tag and COR your company sends.

Terms and Conditions appear on the PDF of every T&M Tag and COR your company sends through Clearstory. 

Terms and Conditions can be adjusted by office, but currently cannot be customized by Project.

Admin users can update Terms and Conditions at the Office Level. Just click into your office, click Office Settings, and add your Terms and Conditions. 

To add your own Terms and Conditions at the Company Level, follow the steps below:

  • As an Account Owner user navigate to the Settings > Terms and Conditions page.
  • Once here click "Edit"

  • Enter the text you wish to appear on your terms and conditions for each document separately. 

  • Once you are finished, click "Save".