# Setting Up Risk Agreement

To set up the agreement, please follow these steps:

1. Click on the "Edit" icon.

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FTpryNkfidKtlMddh7vkx%2Fimage.png?alt=media&#x26;token=2d8a503a-ab26-4549-a64a-c965dfb86dd8" alt=""><figcaption></figcaption></figure>
2. Enable the agreement by clicking the "Enable" button.\
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FVEHxqqeo1aKFcmAMVhu3%2Fimage.png?alt=media\&token=72064866-bb5f-45ea-8f85-ca5ff58aca54)
3. Select your preferred interaction mode from the available options:&#x20;
   * Click Popup: Clients need to click on the agreement to view the terms and conditions.&#x20;
   * Auto Popup: The terms and conditions of the agreement will automatically pop up.\
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FbrZ1OGats5D0EmjsGF50%2Fimage.png?alt=media\&token=3ff29a63-02b6-463b-a9a1-678b47c90c96)
4. Fill in the content of the agreement using one of the following methods:&#x20;
   * Simple Method: Fill in the text directly. \\

     <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FpjREVuInDnSbckMG5jRz%2Fimage.png?alt=media&#x26;token=3ab118fd-7f02-4c65-be2b-94ee837407b8" alt=""><figcaption></figcaption></figure>
   * Simple Method via HTML code: Use HTML code to format the content. \\

     <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FFhVA5hz2vq2idIppmSXs%2Fimage.png?alt=media&#x26;token=f104732b-add9-4488-a5c2-57964f5fd9b5" alt=""><figcaption></figcaption></figure>
   * 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](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/11.-notify/email-notifications/send-email-notifications/advanced-method-ai-editor "mention")) \\

     <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FNtStWBxt2RDsDufpykFP%2Fimage.png?alt=media&#x26;token=dad86966-2166-45cd-af3b-35a006f133bf" alt=""><figcaption></figcaption></figure>
5. Click the "Save" button to save your changes.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FgjuElP95iHbfWGNPfk1n%2Fimage.png?alt=media&#x26;token=188438b0-dd36-49b3-8077-87254d0b6d7a" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">Application</mark>

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.\
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FI5aAcqUToZataJWZ4iAS%2Fimage.png?alt=media\&token=f65c1a95-6d5e-4579-b926-5d042eddc885)
2. If you set the interaction mode to "Auto Popup," the terms and conditions will automatically pop up for clients to review.\
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F9907UKNxLlSFmrp0kMue%2Fimage.png?alt=media\&token=770c745e-c8cf-4227-9938-9762153b061c)
