No. 621 May 06, 2022
ebroker: RGPD. Massive sending of the consent document.
ebroker, allows you to send the consent document, by telematic means, to a group of clients. In the Interactions > Messaging > RGPD module, you must select the means by which you want to send the message, then the system presents you with the candidates screen in search mode so that you can filter a selection and send the mass notification to the selected clients. .
Clients receive the message, access the document, and authorize and sign the consent. Once signed by the client, the information is integrated into the ebroker:
- The digital certificate is added to the documentary file
- Purposes are automatically marked
- The pertinent annotations are made in the management history
You just have to go to ...
Interactions > Messaging > GDPR
