GDPR Documents
When clients create an account, the GDPR documents (JM Consent Form and Openwork Data Protection Leaflet) are shown to them for them to acknowledge. However, this acknowledgement does not come through to the adviser side, the documents just get added to the document store with the 'Visible' tag enabled.
The adviser must enable the 'Acknowledgement' tab on these documents for the clients to then log back in and accept the documents for a second time. The date of acknowledgement then appears on the adviser side.
Please can the GDPR documents be automatically enabled for the 'Acknowledgement' so clients only have to accept these once?
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