Intake forms are hosted by TrustArc and allow individuals to submit requests on the customers’ websites. Intake forms can be customized to match the look and feel of the customers’ websites. Intake forms must be created and published in the IRM portal. After this has been completed, customers need to publish the link of the intake form(s) to their website(s). Customers can also use the IRM button provided by TrustArc on their webpages to compel individuals to submit requests.
Intake forms can be enabled to detect the language of Data Subject’s browser and show the form in the detected language. Intake forms can be created, edited, and managed from within the IRM portal. As discussed earlier, only Admins can perform this operation.
Intake form configuration is accessible from Admin > Forms. A notification displays that default assignees must be set before intake forms can be created. This only displays when assignees have not been set. Refer to Assignee Configuration section for more information.
Intake forms can be in three states: Active, Complete, and Incomplete.
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Active status means that an intake form has been published and can be accessed with a URL from the internet.
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Complete status means that an intake form has all mandatory fields, but it has not been published yet. Hence there is no URL associated with this intake form and it cannot be accessed from the internet.
- Incomplete status means that an intake form doesn’t have all the necessary mandatory fields completed.
While creating new intake forms or while editing existing intake forms, admins are led through five different steps:
- Intake form basic details
- Intake form fields configuration
- Language settings
- Identity Verification and Data Discovery Solutions integration fields mapping
- Publishing intake forms