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> Use this file to discover available pages before exploring further.
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# How to add a new legal document using the survey

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


In today’s regulatory landscape, legal documents like a Privacy Policy, Accessibility Statement, and Terms of Service are more than just best practices - they are often requirements under data privacy and accessibility regulations such as GDPR, CCPA/CPRA, and accessibility laws and standards. These documents explain how your organization collects and uses data, outline user rights and responsibilities, and communicate your commitment to accessibility and compliance. Having them in place, up to date, and clearly presented to visitors helps build trust, reduces legal risk, and demonstrates that your organization takes compliance, transparency, and user experience seriously.

Through the Clym widget and Governance portal, you can centrally manage your legal policies and statements, ensure the correct versions are published, and present them consistently across your website(s). This helps ensure visitors can always find the information they need while giving your team confidence that your compliance-related content is accurate, accessible, and aligned with regulatory requirements.

In your Clym Control Center, you can use the survey functionality to generate a custom 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 Control Center](#4-1-sign-in-to-your-clym-portal)
* [Access the Manage tab](#4-2-access-the-manage-tab)
* [Create your legal document using the survey functionality](#4-3-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 Control Center account.**

#### 1. Sign in to your Clym Control Center

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__](https://clym.io/) and click **Sign in** in the upper right-hand corner.

![Clym sign in page](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/clym-portal-sign-in-page_yjli7i.webp)


#### 2. Access the Manage tab

From the left-side menu, select **Manage**. Depending on which legal document you are looking to generate, you will expand the **Data privacy**, **Accessibility**, or **Transparency & Accountability** section.

![Manage tab](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/manage-tab_nqfmu7.png)



After expanding your selection, click **Legal documents**. Click the **pencil icon** next to the legal document that you would like to **edit**.

![Edit a legal document](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/legal-documents-1_9e63qn.png)

In the window that opens, expand the **Content** tab.

![Content tab](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/legal-documents-2_nls1zk.png)
In the **Content type** field, choose **Survey based**. Click **Start survey**.

![Start survey button](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/legal-documents-3_1262khw.png)


#### 3. Create your legal document using the survey functionality

The document generator tool will open and guide you through the survey questions, where you can preview your document at any time. On the final page, click **Next** to complete the survey.

![Document generator](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/screenshot-2026-01-28-at-72945_i7gy4c.png)
In the **Preview** window, look over your generated document. Click **Save**.

![Document preview](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/screenshot-2026-01-28-at-73003_jl88wn.png)


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

![Document active status preview](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/legal-documents-4_cyoppx.png)

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