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Terms and Conditions

Terms and Conditions means to review and confirm that you understand and agree to the terms and conditions associated with a particular service, product, or agreement.

You have the ability to upload PDF documents (which can be downloaded if needed), a series of images, and links. Additionally, a text editor to allow you to provide your own content.

How to Setup​

1 Go to Workspace > Workflows, and click on the flow created for Terms and Conditions. If you need understanding in creating a workflow, refer to the step-by-step guide here.

2 Hover over the plus (+) symbol and select Workflow. From the list, click Terms and Conditions to add it.

Terms and Conditions

3 Click on the newly added workflow, then select the General tab to customize your preferences.

General

Manage General​

(*) Indicates an action to be mandatory.

NameDescription
Display Name*Set a name to the workflow for easy identification.
DescriptionSummarize the purpose and functionality of this workflow module.
EnableThis toggle is enabled by default. When enabled, the particular workflow module begins its execution. Conversely, if disabled, the workflow module remains inactive and won't proceed.
SkipAllows the user to skip this specific workflow module during execution. When selected, it provides an option to bypass the particular workflow without affecting other modules in the sequence.
RuleThis determines the criteria for triggering the particular workflow module. When the selected rule is evaluated, and is satisfied, the workflow proceeds as provided. If not, the workflow will not be executed. Note: If no rules are set, the workflow defaults to its standard action without any rule. For more information about the rules, refer here.

4 Then, click on the Configs tab to set the necessary configurations.

Configs

Manage Configs​

(*) Indicates an action to be mandatory.

NameDescription
Terms and Conditions Version*Set the version of the Terms and Conditions to be displayed in HTML format (e.g., x.x.x). Note that each type configured must have a different version. Once created, the version and its type cannot be changed.
Type*Set the Terms and Conditions type; such as Link, PDF, Image, Text.

Each type has its own set of configurations and provide respective response​

When Link is configured as the type, you will be redirected to view the respective terms and conditions via the provided link.

Link

In the Terms and Condition Link field, provide the URL to be redirected to the terms and conditions.

5 After you've configured everything needed, click on SAVE.

6 Proceed to attach the workflow to the relevant application for execution. Refer to instructions on how to attach a workflow to an application here.

How it Works​

1 Launch Postman or your preferred API tool and execute the flow by configuring the suitable Method, URL, and Body settings. If you're seeking guidance on how to perform these actions, see here.

2 Upon initiating the API call, a verification request will be sent to your configured Verification Way settings.

3 Based on the request, execute the flow in an incognito browser and follow the prompts to complete the verification process.

4 The verification page will vary based on the Type chosen for Terms and Conditions.

On clicking Decline, the verification will be failed.

If you have configured Link as the terms and conditions type, the following will be displayed.

Link

To view the content in a new tab, click on the link icon. Once done reviewing, check the consent box and click on the Accept button.

5 The verification process will be completed.

If "force onboarding" is enabled in the API request, all users, regardless of status, will be directed to the onboarding flow first, followed by the verification flow if configured.

Verification complete

6 The response can differ depending on the chosen Verification Way and Notification Way configurations. To know more, see here.

7 Here is a sample response for Terms and Condition:

{
    "workflow": "verification",
    "user_id": "mark@gmail.com",
    "request_id": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxx",
    "terms_and_conditions_accepted_at": "1719569072",
    "terms_and_conditions_version": "x.x.x"
}