How Can I Legally Protect My Plan?
To legally protect your sales incentive plan: - Login to your workspace
- On the left pane, click on "Plans > All Plans"
- Search for your plan
- Click on the plan row
- Click on the "Legal" tab (if needed)
If you agree that your legal department is responsible for reviewing all legal terms, check the "I Accept" checkbox.
You can now use the legal editor to design legal statements (terms) to your plan:
You can also insert a text description of your plan by clicking on "Tools > Insert Plan Description" when editing a statement.
To learn more about plan legal options, click here.
To learn more about how to view user enrollment status, click here.

When you insert a text description of your plan in a legal statement, the text describes the plan at the time you inserted the description. If you change your plan, you may want to go back and modify the text description. You can also re-insert the text description, in which case an updated text representation of your plan will be inserted.
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