TermsPilot Documentation

Getting Started

TermsPilot is a comprehensive platform for generating professional legal policies and documents. Whether you're a startup, established business, or individual, we make it easy to create legally compliant policy documents.

Quick Start Guide

1. Create an Account: Click "Register" in the top navigation to create your free account.
2. Browse Generators: Visit the Generators page to see all available policy types.
3. Select a Policy: Choose the policy type you need (e.g., Terms of Service, Privacy Policy).
4. Answer Questions: Fill out our guided questionnaire with information about your business.
5. Generate & Download: Review your generated policy and download it in your preferred format.

Features

Policy Generators

TermsPilot offers 120+ professional policy generators organized into categories:

Essential Policies

• Terms of Service: Define the rules and regulations for using your service
• Terms of Use / User Agreement: Alternative terms documents
• Privacy Policy: Explain how you collect, use, and protect user data
• Cookie Policy: Detail your use of cookies and tracking technologies
• Disclaimer: Limit your liability and clarify service limitations

Content & Community

• User Content Policy, Content Submission Policy
• Community Guidelines, Community Standards
• Code of Conduct
• Moderation Policy
• Forum Rules, Comment Policy, Review & Rating Policy

Legal & Intellectual Property

• Copyright Policy, Trademark Policy, Patent Policy
• DMCA Takedown Policy
• Intellectual Property Policy
• Content Licensing Policy

Financial & Refunds

• Refund Policy, Return Policy
• Cancellation Policy
• Payment Policy, Pricing Policy, Currency Policy
• Billing Policy, Tax Policy, Invoice Policy
• Chargeback Policy, Credit Policy

Data & Privacy

• Data Retention Policy, Data Processing Agreement
• GDPR, CCPA/CPRA, PIPEDA, LGPD Compliance Notices
• Children's Privacy Policy
• Data Breach Notification Policy
• Data Subject Rights Policy, Consent Management Policy

Security & Compliance

• Security Policy, Access Control Policy, Network Security Policy
• Vulnerability Disclosure Policy
• Encryption Policy, Password Policy
• Authentication Policy (MFA/2FA)
• KYC/AML Policy, Compliance Policy, Audit Policy

Healthcare & Medical

• HIPAA Compliance Policy
• Medical Privacy Policy
• Telemedicine Terms
• Health Data Policy

Education & Training

• Student Privacy Policy
• FERPA Compliance Policy
• Academic Integrity Policy
• Online Learning Terms

Gaming & Entertainment

• Gaming Terms of Service
• Virtual Currency Policy
• In-Game Purchases Policy
• Esports Policy, Streaming Policy

E-commerce & Retail

• Online Store Terms
• Marketplace Terms, Seller Agreement
• Product Listing Policy
• Buyer Protection Policy

SaaS & Cloud Services

• Cloud Service Terms
• SaaS Subscription Agreement
• Data Hosting Policy
• Backup & Recovery Policy

Real Estate & Property

• Rental Terms & Conditions
• Lease Agreement Terms
• Property Management Policy

Employment & HR

• Employee Privacy Policy
• Remote Work Policy
• BYOD (Bring Your Own Device) Policy
• Employee Code of Conduct

And many more categories including Services & Delivery, Business & Operations, User Rights & Safety, Marketing & Communications, Technical & Development, Accessibility & Inclusion, Environmental, Financial Services, and more!

User Account

Creating an Account

To get started, you'll need to create a free account:

1. Click "Register" in the navigation bar
2. Fill in your username, email, and password
3. Verify your email address (check your inbox)
4. Log in and start generating policies!

User Profile

Complete your user profile to auto-fill common information in policy generators:

• Company name
• Company address
• Website URL
• Contact email
• Jurisdiction

Access your profile from "My Panel" → "My Profile".

Two-Factor Authentication (2FA)

For enhanced security, enable 2FA in your profile settings. This adds an extra layer of protection to your account.

Generating Policies

Step-by-Step Process

1. Select a Policy Type: Browse the Generators page and click on a policy type
2. Navigate Through Steps: The questionnaire is organized into logical steps:
   • Basic Information
   • Core Policy Details
   • Additional Details
   • Compliance & Legal
   • Final Questions
3. Answer Questions: Fill out all required questions (marked with *)
4. Use Help Icons: Click the icon for guidance on each question
5. Select Format: Choose TXT, HTML, or PDF output format
6. Generate: Click "Generate Policy Document" to create your policy

Question Types

• Text Input: Enter specific information like company name or website URL
• Textarea: Provide detailed descriptions or explanations
• Yes/No: Answer binary questions about your service
• Select: Choose from predefined options
• Date: Select dates for effective dates or deadlines

Managing Policies

User Panel

Access all your generated policies from the "My Panel" page. Here you can:

• View all your generated policies
• See when each policy was created
• Download policies in different formats
• Delete policies you no longer need

Downloading Policies

You can download your policies in multiple formats:

• TXT: Plain text format, easy to edit
• HTML: Formatted HTML with styling and "Powered by TermsPilot" branding
• PDF: Professional PDF document ready for printing or sharing

Editing Policies

To make changes to a policy, you'll need to generate a new version. We recommend keeping previous versions for your records.

Accessibility Features

TermsPilot is committed to making our platform accessible to everyone. Use the accessibility widget on the left side of the screen to customize your experience.

Available Options

• Font Size: Increase or decrease text size for better readability
• Dark Mode: Switch to dark theme for reduced eye strain
• High Contrast: Enable high contrast mode for better visibility
• Reading Guide: Use a visual guide to help track your reading position
• Screen Reader: Enable announcements for screen reader users

All accessibility settings are saved to your browser and will persist across sessions.

Frequently Asked Questions

Are the generated policies legally binding?

TermsPilot generates professional policy templates based on common legal requirements. However, we recommend having your policies reviewed by a qualified attorney to ensure they meet your specific legal needs and comply with local regulations.

Can I edit a generated policy?

Yes! You can download your policy in TXT format and edit it in any text editor. For HTML and PDF formats, you may need specialized software.

How long are my policies stored?

Your policies are stored indefinitely in your account. You can delete them at any time from your User Panel.

Is my information secure?

Yes! We use industry-standard security measures to protect your data. All passwords are hashed, and we never share your information with third parties.

Can I use policies for multiple websites?

Yes! You can generate separate policies for each website or service. Simply create a new policy and customize it for each use case.

Do I need to update my policies?

Yes, policies should be reviewed and updated periodically, especially when:

• Your business practices change
• New laws or regulations are enacted
• You add new features or services
• You expand to new jurisdictions

Support

Need help? We're here for you!

Resources

• Blog: Read articles about legal compliance, best practices, and updates
• Examples: View sample policies to see what we generate
• Documentation: You're reading it! This comprehensive guide covers all features

Contact

For support inquiries, please contact us at: noreply@termspilot.com

Legal Policies

• Terms of Service
• Privacy Policy
• DMCA Policy