How to set up your Documents in AdOpt?

In this guide we'll go through the configuration of the Documents step of the disclaimer, presenting the step-by-step process and important details for the correct setup. We'll also be setting up the document links that will be available on the first layer banner.

In summary, this guide covers:

1. The purpose of the documents step in the banner
2. Optional and required documents
3. Activating and deactivating documents
4. Document association and version

In the Disclaimer "Documents" step, you can set up to three documents for your Cookie Banner, which are: Cookie Policy, Privacy Policy, and Terms of Use. Here you can set up the documents that will be available to all your visitors.

For each of your banner documents, you can:

• Enable or disable;
• Associate a document;
• Check the version history;
• Name it;
• Insert a URL;
• Upload a file;
• Select a new language;
• Generate a document.

Each document can be activated or deactivated easily whenever necessary. When activating or deactivating a document, it will no longer appear on your Cookie Banner, hiding the link in the first layer of the banner.

The Cookie Policy and Privacy Policy documents are mandatory in most regulations, while the Terms of Use are optional, only required for businesses that have an additional terms contract with their users.

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tip: You can disable the document. If the document is mandatory, we recommend adding it and making it available as soon as possible.

When clicking to associate a document, a selection window will open where you can choose a document. AdOpt may identify a document and present a result here. Take advantage and test this new feature!

How does it work? Click on associate and select the document. "Voila!" In a few moments, AdOpt identifies the documents on your site and associates them automatically – adding the URL of your policy, for example.

Finally, make sure the identified and associated document is correct. ;)

Click on "Version" to open the document's version history. Here, you can identify the document's version, name, language, and date of change. It is also possible to restore previous versions.

This name will only be visible within the AdOpt platform. Name the document to make it easier to identify in other sections, such as the Organization Documents section, where all documents are listed on a single panel.

By linking a URL, whenever a visitor clicks the banner link, they will be directed to the document's page, opening it in another tab of their browser.

When linking a file, your visitor will be able to download the file to their device (by clicking the banner link). To upload a file, simply import it from your computer.

You can add new languages to display your documents. (new)

How does it work in practice? Your Banner has a default language. If you're using AdOpt in Portuguese, the default language is Brazilian Portuguese. If you set the document in this language only, all your visitors will receive the document's in this language. When configuring a second language, for example, English, if the site visitor's browser preferences are set to English, they will receive the Cookie Banner in English, with access to documents in English as well.

Now you can generate a document using AdOpt intelligence. That's right!

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tip: Before proceeding with the document creation, go to the "Tags" step and set it. In short, scan and categorize the tags, as this information will be used to create the documents.

The document generator is available for Cookie Policy and Privacy Policy documents. The Terms of Use generator will be available soon. Each document has its particularities, which is why the questionnaire is different for each one.

Click on "Generate document" and then on "Open questionnaire". This questionnaire is very simple and has only two steps. We've made it as intuitive as possible, but if you have any questions, feel free to reach out to us!

In Step 1, we recommend activating the "cookie audit table" and inserting the "link to AdOpt's tutorial on how to delete cookies directly from browsers" to make your document complete. Check with your legal team if they wish to add more information/details (optional).

In Step 2, you can configure the document's layout and personalize it according to your business's visual identity – colors, fonts, size, etc.

Click on "Generate document" and then "View document" to open it in another browser tab. After clicking "Complete" and returning to the previous screen, you'll have the option to view the document, edit the text (if you want to modify any auto-generated content), or delete the document.

The questionnaire is very simple and has five steps. We've made it as intuitive as possible, but if you have any questions, feel free to reach out to us!

In Step 1, you'll set the company’s website information.

In Step 2, you'll set the data collection information.

In Step 3, you'll set the data usage disclosure.

In Step 4, you'll set the data usage and protection details.

In Step 5, you'll set the document’s layout.

The document generator is available for Cookie Policy and Privacy Policy documents. The Terms of Use generator will be available soon.

The Organization Documents section is an area within the Organization where you can view all documents already created within the Organization.

In this area, you can see a list of all documents created on the organization, including their name, type (Cookie Policy, Privacy Policy, or Terms of Use), the language they are linked to, the number of disclaimers they are associated with, as well as the creation and update dates.

You can also perform several actions on this page: generate a document, view it on another page, associate it with a disclaimer, edit, or delete the document.

Some documents may appear with the "0" flag in the disclaimer column, indicating that the document is not associated with any banner in the organization. This may occur if the document was previously used but has since been replaced.