Setting Up Risk Agreement

To set up the agreement, please follow these steps:

1. Click on the "Edit" icon.

   
2. Enable the agreement by clicking the "Enable" button.

3. Select your preferred interaction mode from the available options:

   • Click Popup: Clients need to click on the agreement to view the terms and conditions.

   • Auto Popup: The terms and conditions of the agreement will automatically pop up.

4. Fill in the content of the agreement using one of the following methods:

   • Simple Method: Fill in the text directly.

     
   • Simple Method via HTML code: Use HTML code to format the content.

     
   • Advanced Method using AI Editor: Utilize the AI Editor for advanced editing options. (Please refer to this section for more details: Advanced Method - AI Editor)

     
5. Click the "Save" button to save your changes.

   

Application

1. If you set the interaction mode to "Click Popup," clients will need to click on the risk agreement to view the terms and conditions.
2. If you set the interaction mode to "Auto Popup," the terms and conditions will automatically pop up for clients to review.