Add disclaimers
Last updated
Last updated
A first way to add a disclaimer, is to add a Comment or Warning block to a Q&A. To to do so:
In the Cards pane of the Q&A, click on and choose either Comment or Warning. Comments are shown in red, while warnings are shown in grey.
Add the text of your disclaimer. If relevant, switch to some other language in the toolbar, and translate your text.
As illustrated in the screenshots below, you can also include URLs in the disclaimer, by using the hyperlink button in the text editor.
The result is a disclaimer that will be shown as a card within the list of cards. (As is typical for disclaimers, you probably want to move this card so it becomes one of the very first items your end-users reads on the screen.)
The advantage of this method is that you can finetune when this disclaimer should be shown, through standard card / question conditions. The disadvantage is that the disclaimer is shown at the left side, so does not span the entire width of the page.
Depending on your jurisdiction, risk appetite and document, a mere message may not be sufficient. You can, however, accompany the warning by an acknowledgement:
The question itself will not be shown to the end-user, so just fill in something that is easy to recognize for the Q&A author (e.g., “Acceptance checkbox”)
Click on + Predefines to add a predefine. The value (or label) of this predefine will be shown towards the end-user, so give it a good description such as “OK”, “I accept”, etc.
Check Free answers? so that no additional empty text box can be added.
In the Layout subpanel, check Don’t show question’s title.
Still in the Layouts subpanel, you may want to also choose an indentation level to indent the checkbox.
To enforce the acknowledgement even more, you can optionally hide all other questions until the acknowledgement is given. You can do so by setting the If empty option (found in the Interaction subpanel of the Options) to, for example, Disable all subsequent questions.
The disclaimer and acknowledgement will then be shown as follows. Note that all the other questions are hidden until the “I accept” checkbox is checked.
The global placeholders system allows you to define text placeholders that can be configured at many different levels:
To configure a global disclaimer that will always appear when an anonymous user logs in:
Optionally, you can also specify the caption of the dismiss-button, by adding a Dismiss button general disclaimer from the same System-defined section. If you do not specify any caption, a simply cross-mark will be shown instead.
The disclaimer itself will be displayed as follows:
Tip: if you do not want to show the general disclaimer defined on the customer-level for certain users, you can assign a “Nothing” placeholder to certain users or groups in the administrators panel, and assign it the name gen-disclaimer. As placeholders defined at a user or group level take precedence over identically named placeholders at the customer-level, the gen-disclaimer will effectively be considered “removed” for those specific users or user groups.
If you want to specify a disclaimer for a specific Q&A:
Create a new Change placeholder change in the Changes panel.
Optionally, you can also specify the caption of the dismiss-button, by adding Dismiss-button specific document disclaimer from the same System-defined section. If you do not specify any caption, a simply cross-mark will be shown instead.
Note that you can also add a Q&A disclaimer at the general level, by creating a General disclaimer placeholder in the administrator’s panel. Such a disclaimer would then be shown in every Q&A, so you probably want to just use this as a fallback, and finetune individual versions inside a Q&A using a placeholder change.
In the Cards pane, click on to add a new Text question. You probably want to insert it within the same Card as disclaimer text (Comment or Warning) you added above.
Click on to configure the option of your new question:
In the Answers block, select Multiple (instead of the standard One). This causes the predefine to be shown with a checkbox instead of a round button .
In the Placeholders section of the administrator’s panel, add a new placeholder using the button. In the popup-menu that appears, choose General disclaimer from the System-defined section. You can then specify (and optionally translate) the message that should appear.
Using the button, add a new placeholder. Choose Disclaimer for a specific document from the System-defined section. You can then specify (and optionally translate) the message that should appear.
