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Compliance template

Privacy rights request workflow template

People ask about their personal data through a public link; the privacy team answers within the legal deadline and a response letter is issued.

3 steps 9 fields Public request formGenerates a PDFSignature
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Tell us what you want to do with your data.

    5 fields in the request form
    • Request *Tell me what personal data you have about me, Send me a copy of my data, Correct my data, Delete my data, Opt out of the sale or sharing of my data, Withdraw my consent Choice
    • Email or account number we have on file * Text
    • You are *Customer, Employee, Former employee, Candidate, Other Choice
    • Details Long text
    • ID document *Used only to confirm it is really you. Files

  2. Identity check

    A person or team you choose

    Confirm the requester is the person the data is about.

    Due in 2 days (business time)
    1 field
    • Identity confirmed? *Yes, No Choice

  3. Response

    A person or team you choose

    Search the systems and answer the request. The response letter is shared with the requester.

    Due in 10 days (business time) Issues: Privacy request response
    3 fields
    • Systems checked * Long text
    • Response to the requester * Long text
    • Privacy officer * Signature

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
  • Share the public form so people outside the company can start a request without an account, and follow it on a tracking page.
  • Edit the generated document (Privacy request response) with your logo and fields. Each PDF carries a verification code.

More compliance templates

Policy acknowledgement

Send a policy to an employee, collect the signed acknowledgement and keep the receipt.

Policy → Acknowledgement

Conflict of interest declaration

Employees declare relationships or interests that may conflict with their work. Only compliance sees the details.

Declaration → Manager notice → Compliance review

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template