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How to Add Standard Terms and Conditions to a T&M Tag or Change Order Request

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.

To add your own terms and conditions, follow the steps below.

  • As an admin 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".