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Legal Document Announcements
Crassula provides a comprehensive legal document management system that ensures transparency and compliance for all users. The Legal Documents section stores and manages standard agreements applicable to all clients, while Custom Legal Agreements allows for tailored contracts with specific users or businesses. The Legal Document Announcements section informs clients of updates to legal terms, requiring them to review and accept changes when applicable. Together, these sections provide full control over legal documentation and client communication.
Overview
This feature allows administrators to create and manage announcements that notify users about updates to legal documents, such as fee structures or terms of service. Announcements are linked to specific entities, such as price lists or agreements, and can target different client types.
Key Parameters
Parameter | Description |
|---|---|
Title | The name of the announcement displayed to users. |
Text | The content of the announcement provides details about the changes. |
Document Type | The type of legal document being updated (e.g., Client Fees, Terms & Conditions). |
Target | Defines which clients receive the announcement. Possible values: Merchant, Business Client, Private Client, Custom. |
Custom Targets | If "Custom" is selected for Target, allows specifying particular clients or groups. |
Country Group Targets | Defines if the announcement applies to specific country groups. |
Entity Type | Links the announcement to a specific entity (e.g., Price List, Agreement). |
Entity ID | The unique identifier of the associated entity. |
Date | The date and time when the announcement was created. |
How to Create a Legal Document Announcement
Navigate to the Admin Panel:
Go to Administration > Legal Document Announcements.
Click Add New:
Select Add New in the top-right corner to create a new announcement.
Fill in the Details:
Title: Enter the name of the announcement.
Text: Provide a detailed explanation of the changes.
Document Type: Choose the type of legal document being updated.
Target: Select the audience for the announcement. Options include Merchant, Business Client, Private Client, or Custom.
If "Custom" is selected, specify Custom Targets to define which users will receive the announcement.
Country Group Targets: Define the applicable country groups if needed.
Entity Type: Link the announcement to an entity such as a Price List or Agreement.
Entity ID: Provide the unique identifier for the associated entity.
Save the Announcement:
Click Create to publish the announcement.
Managing Announcements
Editing: Administrators can modify existing announcements by selecting Edit from the action menu.
Deleting: Announcements can be removed if no longer needed.
Viewing: Select Show to review the full details of an announcement.