How to Create Terms and Conditions

Document the contractual agreement

If your online business processes payments, we encourage you to create a document that outlines your company’s terms and conditions (T&C). By agreeing to your T&C, customers enter into a contractual agreement before browsing your site or making a purchase.

This contract helps both buyers and sellers. Buyers know the terms before transacting a purchase. Sellers create a layer of legal protection that can help avoid disputes and prevent misuse of the website and its content. Another benefit is the potential to build trust with potential customers, especially in matters like data privacy.

Most of us understand that few people take the time to read the nitty-gritty details in a T&C document. That understanding, however, is not a good reason to avoid creating this important document.

Document categories

If you are new to e-commerce, there are a number of websites that can generate generic text for your T&C document. Be sure to read the text carefully and make changes that apply to your business.

Generally, a T&C document should include categories of information like these:

  • Privacy policy
  • Terms of sale
  • Terms of use
  • Pricing and payment terms
  • Shipping and delivery
  • Intellectual property
  • Disclaimer of liability
  • Third-party links
  • Refunds and returns process
  • Limitation of liability
  • Information accuracy
  • Dispute resolution
  • Intellectual property/trademarks

Publishing a T&C document

There are two ways to publish a T&C document for your site:

  • create a document on your Upmind site with Markdown
  • add a link to an online document hosted on a different site

Creating a T&C document

This step shows you how to create and update a T&C document hosted on your Upmind site.

  1. Open the Upmind Admin dashboard and click the Settings button.
  2. Under the BRANDING AND CUSTOMISATION heading, click the Terms & Conditions tile.
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Terms & conditions tile

Using Markdown

  1. Enter text into the field.
  2. Edit the text and layout with Markdown code.
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Edit text with Markdown

  1. Check the document text and layout in the Preview panel.
  2. Click Save.
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Preview panel

  1. Click the Eye icon to hide or display the Preview panel.
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Markdown code examples

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Click the M icon to open a Wikipedia page with Markdown code examples.

Viewing revisions

You can read previous versions of the T&C document.

  1. Click the Revisions menu tab.
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Previous versions

  1. Click the refresh icon to display the complete list of revisions including the latest version.
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Refresh list

  1. Click the Sort button to change the display order based on the date created. (optional)
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Sort button

  1. To read a previous document version, click a file name.
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Previous document version

  1. Read the text in the side panel.
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Side panel

Reverting to a prevision version

To replace the current T&C document with a prevision version:

  1. Open an older version.
  2. Click the Copy icon.
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Replace current T&C document

  1. Click Close at the bottom of the panel.
  2. Click the Edit menu tab.
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Edit menu tab

  1. Delete all of the text in the Markdown field.
  2. Paste the text of the prevision version into the Markdown field.
  3. Click Save.

Updating sections

To update a passage in the current document without replacing all the text:

  1. Copy a section from a previous version.
  2. Paste it into the current document.
  3. Click Save.

Linking to a published document

Instead of creating a T&C document in Markdown, you can link to a published online document on a different site.

  1. Toggle the switch to the ON position.
  2. Enter the URL for the published document.
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Toggle to ON position

  1. Click Save.

Customer view

Upmind automatically places a link to your T&C document at the bottom of the Create account page.

Depending on your T&C document choice, the link opens the Upmind document or your published page on a different site.

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Link to your T&C document