ConsentUp

7 articles in this collection.
Written by Veethi Telang

Getting Started – How to Create Your First Document in ConsentUp

Prerequisites:


All set to become GDPR compliant? Your first step begins here – creating your first document in ConsentUp.

As you already know, ConsentUp is equipped with the settings to create both contractual and consensual documents for your business. And, because we’ve assured you how easy it is to create documents here, we’ve already preset five categories of documents for you to start with.

Consent, Privacy Policy, Terms, Cookie Policy, and Affiliate Agreement.

These are documents you will require right at the beginning of your journey to GDPR compliance, and so, let’s get going on how you can create them one by one.

A little heads-up though; the process of creating all five types of documents listed above is the same. So, for the purpose of this tutorial, let’s take up Consent.

Spoiler alert: it’s the easiest two-step process you will ever follow.

Step 1 Create Consent Document
Step 2 Fill in Details in Document Manager

Step 1: Create Consent Document

After logging into your Invanto account, click on your Admin Panel at the top right corner of your screen, and select ConsentUp.

This will take you to the ConsentUp Documents section, from where, we kick-start Step 1 of the process. Let’s add our first Consent document by clicking on the lit green Add button at the top right corner.

And, up opens a popup where we’ll need to fill in our first document’s Title, Slug, and Type.

As you can see, all these fields are mandatory in order to set up your document. So, let’s fill ‘em in!

We decided to create a consent document for our product’s newsletter opt-in. The slug, gets auto-populated as soon as you put up a title.

Since we’re creating a consensual document, its type is only apt – Consent. However, you can choose other types of documents each time you’re creating one by clicking on the drop-down menu as shown below.

Hitting on Save after filling in these details wraps up Step 1 for ya!

Step 2: Fill in Details in Document Manager

Click on Save in Step 1, and we’ll be redirected to the Document Manager. In here, we put up the various details of the Consent document we just set up.

As you can see in the screen above, Title and Slug fields are already filled in, courtesy Step 1. Next, we move to Description which will contain the content of our newsletter opt in. Craft your own description, and just copy paste it here!

Next, we have Variables under which, you will have to put up your Company name.

The Data Processors field is quite interesting, as this is where you link your data processor website to this document. For instance, if your newsletter is going to go to your customers via a third-party autoresponder such as ActiveCampaign or MailChimp, you need to add them as a processor here.

Let’s give you a quick run through adding a processor by clicking on Add Processor button right below the Data Processor field. This will open a popup wherein, you will insert the details of your data processor – just like we added here!

Click Save, and voila – you’re done!

So, coming back to our Document Manager, we entered the required details, and this is how the fields look now:

Neat, huh? Before we hit Save, let’s quickly preview the description by clicking on the Preview button alongside.

All looks A-ok! Let’s hit Save, and click on Back at the top right corner to see what we’ve created.

Clicking on Back will take you back to the Documents tab of ConsentUp – and what do we see there? Our first ever policy document. Exhibit A:

How cool is that? In no time, we created our first legal document! To edit or delete this document at any time, simply click either of the icons under Options.

Psst… just to remind you, any document is editable in ConsentUp as long as there is no consent recorded for it. Once a consent is given and recorded in the system, you can’t go back to editing the details. Instead, you’d have to create a new one and get brand new consent on it. We’d say that’s fair, isn’t it?

So, that, is how you create a document in ConsentUp. Pretty simple, yeah? Go ahead – start adding legal documents pertaining to your business, and pave your merry way to GDPR compliance.

In the upcoming tutorials, you’ll discover how to link these documents you create to your MemberFactory, CoachRack, or external sites.