GDPR

Can I obtain client consent to data storage & processing in line with GDPR via the system?

Yes!

You can create your own GDPR consent form, including a digital signature field, in your My Forms section.

Go to Communications & Templates > My Forms and click the New Contract button to create your form.

Check the Log GDPR Agreement on Completion box to let us know that this form captures consent to data processing and storage under GDPR.

Once saved this can be send to clients via the platform for digital completion and return.

Once returned it will be stored securely in the Forms & Documents section of the client record.




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