Steps to take to add a new legal document to your Clym widget, such as your Privacy Policy or Terms of Service

If your organization does not currently have a legal document, such as a Privacy Policy or Terms of Service agreement, you may wish to create these documents as part of the requirements of various data privacy regulations. In your Clym Portal account, you can use the survey functionality to generate a custom and unique legal document that automatically populates key information based on your organization's needs.

Creating a legal document using the survey functionality is an easy 3-step process:

• Sign in to your Clym Portal
• Open your Website Settings
• Create your legal document using the survey functionality

Please note that, depending on your account, you may see that certain legal documents are required to be completed in your Clym Portal account.

1. Sign in to your Clym Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner.

2. Open your Website Settings

From the left-side menu, select Website Settings. You will then see a list of all your domains, each with its unique settings.

Click the settings wheel next to the domain that you would like to change the default language for. This will open the website settings for that specific domain.

3. Create your legal document using the survey functionality

From the Website settings menu, expand the Legal documents section. You will see three different color dots next to each available document type, indicating what must be completed for your organization. Red indicates a missing required document, yellow indicates a missing optional document, and green indicates that the document type is available. Click the three dots next to the document you would like to create and click Add document.

Expand the Content section and from the drop-down Content type menu, select Survey Generated. Once this option has been selected, you will see a button to Start Survey.

After clicking Start Survey, the survey will open to begin. Proceed through the survey by answering each question, providing the information requested. Required questions will be marked with an asterisk and optional questions will be marked as optional.!Privacy Notice survey generator preview

In the top left corner, you will be able to see your progress as you move through the survey. At the end of the survey, click Next to complete the survey.

After the survey has been completed, the status will change from missing required document or missing optional document to document available, and will indicate that there is a new version available.

If you encounter any challenges, please reach out to support@clym.io.

Updated on: 02/09/2025