A guide on requesting Customer Consent via ASAP

This guide outlines the process for sending, signing, and storing customer consent forms within ASAP.

  • Navigate to the Customer Details screen
  • Open the Marketing Consent tab
  • Use the “Select a consent form” dropdown to choose the appropriate form
  • Click “Send consent to sign”

  • Enter the request details (Email/SMS)

  • The customer receives an email containing a secure link

  • Clicking the link opens a webpage where they can:
    • Review available consent options (if applicable)
    • Complete and sign the consent form

3. Customer Confirms Submission

  • After signing, the customer is shown a confirmation message
  • This confirms the consent has been successfully submitted
  • The customer will also receive an email confirmation with a copy of the signed consent form for their records

  • The signed consent form is automatically saved in ASAP
  • It will appear under the Marketing Consent tab
  • Status will update to: “Customer Signed Consent”

5. Accessing the Signed Document

  • The signed consent form and signature are also stored in:
    • Files and Photos tab
  • This allows for:
    • Viewing
    • Downloading
    • Audit/reference purposes

Key Notes

  • Ensure the correct consent form is selected before sending
  • The process is fully digital — no manual upload required after signing
  • Status updates occur automatically once the customer completes the form
  • Customers receive a copy of the signed consent form via email after submission