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GDPR consents are managed at the contact level.

Open the Contacts section and select the required contact.

Open the selected contact and navigate to the GDPR tab in the upper ribbon.

In this section, you can manage all GDPR-related activities for the selected contact.

Main options:

• View active consents
• View all consents
• Sign a new consent
• Upload or create documents
• Anonymize the customer

The Active consents tab displays all currently valid customer consents.

Each consent includes:

• Purpose, for example Marketing or Data processing
• Validity period
• Channels, for example Email, Phone or SMS

The All consents tab shows the complete consent history for the selected contact.

Use the Sign consent tab to create a new consent.

• Select the required consent type, for example a marketing memorandum.
• Confirm the selection by clicking Sign consent.

The Documents tab contains all GDPR-related files.

You can:

• View GDPR documents
• Upload a document
• Create a document

Predefined templates are available when creating a document. The generated GDPR consent document can be signed directly in the system or printed and signed physically with the customer.