What will you learn from this post?

As an administrator, how can you set the privacy policy in Paperflite for your users/customers?

The Paperflite Privacy Policy lays out the rules about how our users and customers can be in control of their personal data. In this post, we’ll look at how as an administrator, you can have the default Paperflite Privacy Policy set up or have your own policy to suit your needs.

Step 1

When you’re logged in to the Paperflite platform, navigate to Settings > Account > Account Management > Privacy Policy Control.
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Step 2

Select the default Paperflite privacy policy or customize it according to your needs. Enter the URL of your privacy policy if you wish to have your own.
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Step 3

Then, go to Consent Type to choose the type of consent you wish to ask your leads/prospects/customers.

There are three different types of options to seek consent:

Mandatory Consent – This allows you to seek consent from your lead without which the content cannot be viewed. The recipient has to accept the privacy policy and express consent that will be recorded.

Optional Consent – This gives your lead an option to give consent before viewing the content. If they don’t give consent, their identity will not be recorded.

No Consent – There’s even a third option to not to seek consent. However, this does not comply with GDPR.

Then, there is the option for you to exclusively seek consent from your leads who are based in the EU region.

Make sure you select the consent option that works best for you.

Once you’ve selected the right privacy settings for your company, hit Save Policy Settings.

Yay! You’re now all set as an administrator.

Still have queries? Send them to us at support@paperflite.com and we'll be glad to assist.