Summary of Understanding Data Subject Rights Forms Walkthrough 

Creating Forms

• Log into Osano and access the subject rights section to create forms.
• Choose to copy an existing form or create a new form from scratch.
• Customize form settings, styles, and instructions for user intake.

Customize Your Form Settings

• Set form name, internal description, and organization access controls.
• Customize form intake instructions and location selection for user rights.

Regulatory Settings

• Configure due dates for requests based on regulations or custom timelines.
• Set up auto rejection for duplicate requests and geofencing for specific jurisdictions.

Action Item Processing

• Connect workflows to forms to assign owners and data stores for request completion.
• Data stores are systems where user data needs to be deleted or modified.

Review/Edit Request Types

• Utilize standardized request types based on user geolocation for localized rights.
• Customize request titles, descriptions, and instructions based on jurisdictional requirements.

Review/Edit Form Fields

• Create form fields to collect user information for request identification.
• Customize fields like first name, last name, email, and additional identifiers.

Review/Edit Form Styles

• Customize the look and feel of the form with primary colors, helper text, and custom CSS.
• Choose between linking the form or embedding it inline on your website.

Review/Edit Templates

• View and customize templated emails for completion, rejection, and progress updates.
• Add legal disclaimers or follow-up steps to personalize email responses.

Localization

• Set up localization to display rights and emails based on user location and browser language.
• Automatically translate form content and emails for users accessing from different locations.