Vendor questionnaire

1. Send the consent request in the person's language.
2. Record the answer with its date and source.
3. Show the record to the owner on request.
4. A person handles any withdrawal or erasure request.

Needs from you: Person's contact details; Purpose of use.

What it needs connected: Email or WhatsApp; Customer records.

Where a person is designed to decide: A person handles any withdrawal or erasure request.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: DPDP, WhatsApp, Hindi and regional.

1. Read the auditor's request list.
2. Find each document in your records.
3. Put them in one folder with a source note.
4. A person checks the folder.

Needs from you: Request list; Records.

What it needs connected: Workspace activity log.

Where a person is designed to decide: A person checks the folder.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

1. Read the filings your business has.
2. Place each due date on the calendar.
3. Remind the owner before each date.
4. A person confirms each filing is done.

Needs from you: List of your filings; Your financial year.

Where a person is designed to decide: A person confirms each filing is done.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: GST, DPDP.