Terms of Business

Upload your own recruitment Terms of Business (.docx → editable clauses)

Drop a .docx in and we parse it into editable clauses you can re-order, re-word and re-use per sector.

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On the Solo plan and above, you can upload your own Terms of Business as a .docx file. We parse it into individual clauses. Each one becomes editable, re-orderable, and markable as optional (e.g. transfer-fee clauses for clients who pay one and not others).

Step 1 · Find the upload screen

Settings → Temp ToBs for your temp Terms of Business. Settings → Perm ToBs for your perm Terms of Business. Each is a separate document with its own clause set.

Step 01
Settings Temp ToBs tab with a dashed drop zone labelled "Upload your ToB (.docx or .pdf)" and an explainer line below
Drag a .docx onto the drop zone, or click to pick from Finder. .pdf works too but needs a real text layer (scanned images won't parse).

Step 2 · We parse it into editable clauses

Once parsed, every clause appears in document order. Re-word any clause inline, drag to re-order, mark as optional. The dynamic parameters (fees, payment days, shift charging) become {{tokens}} so you edit them once and every clause stays in sync.

Versioning, signing, evidence

Every change versions automatically. When you send a ToB to a client and they sign, the exact document version they saw is snapshotted into the signed record. Historical sends always show the wording the client agreed to, even if you've edited the clauses since.