Document Configuration Guide
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:
The purpose of the documents step in the banner
Optional and required documents
Activating and deactivating documents
Document association and version
Introduction
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 Disclaimer 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.
Activating or Deactivating 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.
💡 Tip: You can disable documents. If the document is mandatory, we recommend adding and making it available by default.
Associating a Document
When associating a document, a selection window will open where you can choose a document. AdOpt may identify a document and present a result here.
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 documents are correct.
Checking the Version History
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.
Naming a Document
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.
Inserting a URL
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.
Uploading a File
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.
Selecting a New Language
You can add new languages to display your documents.
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.
💡 Tip: Up to this point, we've covered the basic settings for the Document's step. Avoid the risk of not having these essential documents on your site!
If you don't have any of these documents for your website, we recommend creating one with AdOpt.
Document Generator
One of our main features is to generate Documents, such as Privacy Policy, Cookie Policy and Terms of Use. Follow this link to learn how to Generate Documents with AdOpt.
💡 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, Privacy Policy and Terms of Use documents. Each document has its particularities, which is why the questionnaire is different for each one.
Organization Documents
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.