Update Terms and Conditions in ServiceMinder
1. Click on Control Panel
Open the Control Panel to start updating the Terms & Conditions document and template link. 
2. Click on Collateral Library
Go to Collateral Library (at the bottom) to upload the new Terms PDF. 
3. Upload a new collateral file
Click the upload area to add a new Terms & Conditions PDF to the library. 
4. Select "Bumble Terms and Conditions (2).pdf" from file upload menu
Select the updated Terms & Conditions PDF from the file picker to upload it. 
5. Click on Edit
Click Edit to update details for the newly uploaded Terms document (like the name). 
6. Type "Feb 2026 Terms"
Rename the document to the latest Terms label so it’s easy to identify. 
7. Click on Save
Save the renamed Terms PDF so the updated version is stored in Collateral Library. 
8. Click on Feb 2026 Terms.pdf
Open the saved Terms PDF so you can copy its URL for the email/proposal template. 
9. Click on Control Panel
Return to Control Panel after copying the updated PDF URL. 
10. Click on Document Text
Open Document Text to update the Terms & Conditions link used in the template. 
11. Click on Edit
Click Edit to modify the template text that contains the Terms & Conditions URL. 
12. Drag highlighted text
Highlight the existing Terms & Conditions link text so you can replace it with the new URL. 
13. Select the Terms & Conditions link block
Click into the Terms & Conditions template section where the URL needs to be updated and paste in the new link.

14. Click on Save
Save the Document Text changes to apply the updated Terms & Conditions link. 
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