Add items to the Privacy - Source list
To complete the fields in the Edit list item dialog when you are adding an item to the Privacy - Source list:
To complete the fields in the Edit list item dialog when you are adding an item to the Privacy - Legal basis list.
Enter the name of the item in the Name field.
Enter a unique identifier for the source in the Key field. This value will remain unique independent of database and is used by developers.
Automatically send confirmation email to contact: Select this option to send an automatic confirmation to new contacts when this source is used as a legal basis for their consent.
An email address must be registered on this contact.
If you selected the option above, you must select a template for the confirmation to be sent to the contact.
Only document templates with the option Privacy email template activated are available in the list. How to add a document template.
Type in a description of the item in the Description field.
Click Save to save the changes or Cancel to reject them.
How to add items to the Privacy - Legal base list.