How can I obtain consent to data storage in line with GDPR?

You can send a digital signature / consent request via the client record.

  1. Go to My Clients & select the relevant client from your list
  2. Scroll down to the GDPR section
  3. Click on the Request Digital Consent button

This will trigger an email to your client requesting that they provide their agreement to your terms of business and consent to the processing & storage of their data.

You'll receive an email to let you know when this has been done & the client record will be updated to show that agreement & consent has been provided.

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