This guide will show you how to populate a GDPR document from a clients profile.
***Screens and layouts may vary depending on the user settings and device compatibility.
Client Profile
Go to Clients.
Once in the Client area locate the profile of the client by either searching for their name or selecting them from the list.
When in the client profile select the Documents tab.
Click on the Generate Document button.
Click on Select next to the GDPR document.
Choose how you would like to generate the Document.
*** If selecting the Email Document option the clients email address must be added to the profile and verified before you try to send the document. The link sent to your client will be live for 48 hours once sent. If clicked on after this time the link will no longer be live and you will need to resend the document to the client.
If you choose the Digital copy option this will appear on your screen for your client to accept in person. Once it has been accepted choose
Finish - Finish this process and be able to view the document on the clients profile
Email - Email the signed document to the client (they must have a verified email on their profile for this)
Print - Print a PDF copy of the document
The Document will then be visible in on the client profile and the GDPR banner will no longer show on the clients profile.
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