> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents/document-appendices.md).

# Document Appendices

Your terms and conditions protect you only if they're on every quote and invoice you send. Document appendices in OrderEazi add your terms, warranty wording, or other standard text to the end of your documents automatically. You can set different appendices for each document type, and for individual clients.

### Before you start

You'll need the **Organization Setup** permission, in the **Settings** permission group.

### How to add an appendix

1. In the main menu, go to **Settings** > **Organization Setup**.
2. On the **Company Info** tab, scroll down to **Document Appendices**.
3. Select **Add New**.
4. Enter a **Name**, such as "Terms and Conditions".
5. Choose the **Document Type** it's for, or leave it as **All**.
6. Type the text in **Description**, up to 2 048 characters. To attach a PDF instead, tick **Upload File**.
7. Select **Create**.

You see "The Terms and Conditions of" followed by the name and "has been successfully created." If you ticked **Upload File**, OrderEazi takes you to a screen where you upload the PDF.

The **Document Type** can be **Proposal**, **Quote**, **Proforma Invoice**, **Tax Invoice**, **Collection Note**, **Delivery Note**, **Purchase Order**, or **All**. You can't change it after you've created the appendix.

### Which appendices print

Only appendices marked **Default** print on documents. Tick **Default** next to each appendix you want to print. You can't choose appendices when you create a document, so set the defaults before you send anything.

* **Appendices for All:** They're always marked **Default**, so they print on every document type.
* **Your first appendix:** It's marked **Default** automatically.
* **Text appendices:** They print at the end of the document, after the totals, comments, and bank details, with the **Name** in bold above the text.
* **PDF appendices:** They're added after the document's pages, for documents of the same type.

To leave the appendices off one quote, tick **Hide Terms and Conditions** in its **Document Settings**.

**Example:** You add "Terms and Conditions" for **All**, and "Quote validity" for **Quote**, marked **Default**. A quote prints both. A tax invoice prints only your terms and conditions.

### Appendices for one client

Some clients have their own agreed terms. Open the client, select the **Terms and Conditions** tab, and add their appendices in the same way under **Client-Specific Document Appendices**. On that client's documents, their appendices replace your organisation's for the same document type.

### How proposals use appendices

The proposal wizard loads every text appendix for proposals, not only the default ones. You can edit the wording for that proposal on the **Terms & Conditions** step, without changing the appendix.

### How to change or remove an appendix

Open the menu next to the appendix and select **Edit** or **Delete**. Deleting asks "Are you sure you want to delete this Terms & Conditions?" first.

### Related pages

* [Document Templates](/central/order-management/documents/document-templates.md): the design of your documents
* [Company Info](/central/order-management/settings/organization-setup/company-info.md): the rest of the **Company Info** tab
* [Clients](/central/order-management/clients.md): add appendices for one client