Candid Document Orders
Terms of Use

1. Purpose of the application

The Candid Document Orders application (the “Application”) is a private internal business tool used by Candid Management to receive, organize, process, invoice, track, fulfill and retain information relating to strata-document orders.

The Application is not a public customer portal. It may connect with approved third-party services, including QuickBooks Online, Microsoft Outlook, Microsoft Power Automate, Microsoft OneDrive and other services authorized by Candid Management.

2. Authorized users

Access is limited to Candid Management employees, authorized contractors and service providers, representatives acting on behalf of Candid Management, and other individuals who have received express authorization.

Users must access the Application through their own authorized account and must not share passwords, access links, authentication credentials, security tokens or other access information with unauthorized individuals. Candid Management may approve, restrict, suspend or revoke access at any time.

3. Limited licence

Candid Management grants each authorized user a limited, revocable, non-exclusive, non-transferable and non-sublicensable licence to use the Application solely for legitimate Candid Management business purposes. No ownership or intellectual-property rights are transferred to the user.

4. QuickBooks Online integration

The Application may connect to a QuickBooks Online company selected and authorized by an approved QuickBooks administrator. When connected, the Application may:

• Create or match customer records;
• Transfer customer, order, billing and invoice information;
• Create invoices containing approved document, page, delivery and rush-service charges, applicable taxes and other authorized amounts;
• Ask QuickBooks Online to email an invoice to the address supplied with the order;
• Retrieve invoice numbers, balances, payment statuses and related transaction information; and
• Update document-delivery and internal workflow tasks when an invoice is created, sent, paid, cancelled, voided or otherwise changed.

The QuickBooks administrator is responsible for selecting the correct company and reviewing the requested permissions. Authentication occurs through Intuit’s authorization process; the Application is not intended to collect or store a QuickBooks password. Authorization may be revoked through QuickBooks or Intuit.

5. User responsibilities

Authorized users are responsible for maintaining credential confidentiality, using the Application only for approved business purposes, and reviewing information before invoices are issued or documents are released.

Users must verify the connected QuickBooks company and confirm the requester’s name, email address, strata plan, unit, property information, documents ordered, page counts, charges, taxes, invoice recipient, payment status and delivery information. Suspected errors, unauthorized access, security incidents or improper disclosures must be reported promptly.

6. Acceptable use

Users must not use the Application without authorization or for any unlawful, fraudulent, misleading, abusive, harmful or unauthorized purpose. Users must not bypass security controls, access unnecessary information, disclose protected information without authority, introduce harmful code, interfere with the Application, impersonate another person, connect an unauthorized third-party account, or create or alter invoice and payment information without authorization.

Copying, modifying, reverse engineering, decompiling or improperly extracting the Application’s software or source code is prohibited except where applicable law does not permit that restriction.

7. Personal and confidential information

The Application may process contact details, property and unit information, document-order information, invoice and payment information, internal workflow information and other information needed to fulfill an order.

Personal information will be handled in accordance with Candid Management’s Privacy Policy and applicable privacy requirements. Authorized users must only collect, access, use, disclose, retain or dispose of personal information as needed for their approved responsibilities.

8. Data accuracy

Information may come from online forms, emails, uploaded documents, spreadsheets, QuickBooks Online, Microsoft services and other systems. Candid Management does not guarantee that information from these sources will always be complete, current, accurate or error-free. Automated information and calculations must be reviewed where appropriate before an invoice is sent, a payment is recorded or documents are released.

9. Third-party services

Third-party services are governed by their own agreements, privacy policies, availability commitments, fees and security practices. Candid Management does not control and is not responsible for third-party outages, feature or pricing changes, processing errors, delayed synchronization, security incidents or loss of access to a third-party account.

QuickBooks and Intuit are trademarks of Intuit Inc. Microsoft, Outlook, Power Automate and OneDrive are trademarks of Microsoft Corporation. Candid Management is not affiliated with, sponsored by or endorsed by Intuit Inc. or Microsoft Corporation.

10. Intellectual property

The Application, including its design, workflows, arrangement, text, branding, software and related materials, is owned by or licensed to Candid Management and is protected by applicable intellectual-property laws. Candid Management names, logos and proprietary notices must not be copied, altered or used without written authorization.

11. Security

Candid Management may use administrative, technical and organizational safeguards intended to protect the Application and the information it processes. No electronic system, internet transmission or third-party integration can be guaranteed to be completely secure or continuously available. Users must follow security instructions and immediately report suspected credential compromise or unauthorized access.

12. Availability and modifications

Candid Management may update, modify, restrict, suspend or discontinue any part of the Application at any time. The Application may be unavailable due to maintenance, updates, network interruptions, third-party outages, security concerns, technical failures or circumstances beyond Candid Management’s reasonable control. Continuous or uninterrupted access is not guaranteed.

13. Disclaimer

The Application is provided on an “as is” and “as available” basis. To the maximum extent permitted by law, Candid Management does not warrant that it will always be available or error-free, that information will always be complete or accurate, that every integration will remain available, or that the Application will meet every user requirement. The Application is an administrative workflow tool and does not provide legal, accounting, tax, financial or other professional advice.

14. Limitation of liability

To the maximum extent permitted by law, Candid Management and its directors, officers, employees, contractors, representatives and service providers will not be liable for indirect, incidental, special, exemplary, punitive or consequential damages arising from the Application, including unavailable access, inaccurate or incomplete information, delayed or failed invoices, incorrect payment information, delayed synchronization, unauthorized access, data loss, third-party interruptions or reliance on information generated or transferred by the Application.

Nothing in this Agreement excludes or limits liability that cannot lawfully be excluded or limited.

15. Suspension and termination

Candid Management may immediately suspend or terminate access where a user is no longer authorized, breaches this Agreement, misuses protected information, or presents a security, privacy, legal, financial or operational risk. After termination, the user must stop using the Application and must not attempt to regain access without authorization. Provisions relating to intellectual property, confidentiality, disclaimers, liability and governing law survive where applicable.

16. Changes to this Agreement

Candid Management may update this Agreement to reflect changes to the Application, business operations, legal or regulatory requirements, security practices or third-party services. The revised Agreement will be posted on this page with an updated date. Continued use after an update is posted constitutes acceptance of the revised Agreement.

17. Governing law

This Agreement is governed by the laws of British Columbia and the applicable federal laws of Canada. Subject to applicable law, disputes arising from this Agreement or use of the Application will be submitted to the courts of British Columbia.

18. Contact information