> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/naviga-subscribe/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/disclaimer-management.md).

# Disclaimer Management

## Goal

Business users would now be able to manage disclaimers to be displayed to CSR rep via Subscribe Concierge Admin portal. This is available under ‘Client management’ section of One CSR portal.

This feature is implemented in phases, where Phase 1 covers search, edit, view, import/export disclaimers and phase 2 covers adding and deleting disclaimers as well as minor enhancements.\
In scope of the current document is Phase 1 only.

## Pre-requisite Information

* Minimum Subscribe version required is 3.13
* CMS Attributes are supported in disclaimers starting from 3.14 
* Have appropriate permissions:
  * Search, View, Edit, Import/Export is allowed for: MG2 Admin, MG2 Developer, Client Admin
  * Search and View is allowed for: CSR Admin, CSR Admin, CSR Power User

## Navigation

The ‘Manage disclaimers’ subsection is added to ‘Client management section’ of One CSR portal. Disclaimer search section has single-selection filter and a search field. The dropdown filters disclaimers against their properties:

* Disclaimer Code
* Description
* Event Type Id
* Event Code

{% hint style="warning" %}
A single event can have multiple disclaimers, if multiple disclaimers exist for an event display all the associated with disclaimers
{% endhint %}

Search field only becomes enabled when a filter option is selected in a filter dropdown. It performs search against the disclaimer property selected in the dropdown filter.

### Disclaimer search

To perform a **search** please **select an option** from a single-selection dropdown filter, type something in search input (this one is optional), and **click 'Search'** button. You will see a result set of disclaimers matching the entered criteria, ordered by Event Type Id (asc)

{% hint style="info" %}
If no search criteria is selected and the user clicks search all the disclaimers must be displayed ordered by Event Type Id (asc)
{% endhint %}

![Disclaimer search result set](/files/-MYflx1IEgb4n4sR23Xr)

### Disclaimer view and editing

To **view/edit** a disclaimer please **click 'Edit'** button in the right column - this will open the pop up with disclaimer in a Preview mode. If you want to edit a disclaimer then click 'Edit' button in the pop up. It will open a WYSYWIG editor.

![Disclaimer view/edit](/files/-MYfnfpvxtqj-Iu0xtai)

To go back to the preview mode and **review the changes** you made please **save** your changes and then **click 'Preview'** button in the pop up. 

{% hint style="warning" %}
Please note that if you want to switch to the Preview mode or close a disclaimer having unsaved changes you will see a warning message
{% endhint %}

### Disclaimer import/export

To **export** a disclaimer please **select** the one you want to export from the dropdown and **click 'Export'**

{% hint style="success" %}
The export dropdown is multiselectional so several disclaimer can be selected at a time
{% endhint %}

![](/files/-MYfoIXMhRnTRDK5Ha4K)

To import disclaimer(s) please **click 'Import'** button and **select** the disclaimer(s) you want to import in the dialog window, and then **click 'Open'**.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/disclaimer-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.