Managing copy requests on your Portal Account

Provide users with a copy of their data from your data sources using integrations

On your Open Requests page, you can view all your open copy requests that were submitted through your privacy web form or were manually uploaded. 

Wondering how to manage your copy requests? Follow the steps below!

  1. Click on the request to review its details and accept it by clicking "Continue".

  2. In the Process stage, select the data sources from which you want to send the user a copy of their data.
    Pressing "Make & send a copy" will immediately send a PDF to the user with the data found on the selected sources in a JSON form. See an example by clicking on "See sample PDF".

    Note: Only the user receives the email with a copy of their data. A record that the email was sent can be found in the request history:

  3. Once a copy of the user data was sent, confirm that a copy was sent and click "Continue".

  4. Next, reply to the user with a confirmation message. You can edit your template message by clicking on "Edit your reply templates". To complete the request, click "Reply & close".

  5. You're all done! The closed copy request is now on your closed requests page.
  6. A detailed record of the request's management activities is available by clicking "See request history.".

Talk to us if you need any help with the get a copy process via our chat or at, and we'll be happy to assist!🙂