Form settings in Subject Request Management

A guide of setting up the form for Data Subject Access Request Management

The form has many sections for customization.

Logo & Branding

The first section is Logo & Branding:

- Select Show logo to display the logo of the organization

- Select Hide logo for not displaying the logo

General section

The General section contains the following fields:

- Name of Company

- Email

- URL of Company

- Phone / Mobile

- Address

- Contacting Person

 

Identity Verification

In the Identity Verification section, you can enable or disable verification

Response

In the Response section

You can switch with help of the down arrow between

-GDPR 30 Days

-CCPA 45 Days

Rectification

In the Rectification section, you can choose to enable or disable the rectification option 

Attachment

In the attachment section, you can choose the following features:

- Enable/Disable attachment

- Number of attachments available to end-user which can be attached with a single Data Subject Access Request

Customize Content

In the Customise Content section, you get the following features for managing a Data Subject Access Request.

- Edit Template Content

- Define Form Fields and Requirments

- Select category of Data subject

- Personal Information

- Request Subject

- Request Details

Edit Template Content

In the Edit Template Content subsection, you can change the following for form: 

- Headline

- Body Text  

Define Form Fields and Requirments

In the Define Form Fields and Requirments subsection, you can change the following options:

- Access

- Erasure

- Object

- Port

- Rectify

- Restrict Processing

Select Category of Data Subject 

In the Select Category of Data Subject subsection, you can change the following options:

- Customer

- Employee

- Other

Personal Information  

In the Personal Information subsection, you can change the following options:

- First Name

- Last Name

- Date of Birth

- Mobile

- Phone

- Email

Address Fields

- Address 1

- Address 2

- Address 3

- City

- Province / State

- Postal / ZIP

- Country

Request Subject  

In the Request Subject subsection, you can change the following options:

- Question

- Answer Place holder

Request Details  

In the Request Details subsection, you can change the following options:

- Question

- Answer Place holder

Copy Link 

After you have made all the edits click on the Copy Link Button on top.

Then paste it into the website where you want to place the form.