You can create a custom form to gather details from your clients via their portal, making this way of gathering information GDPR compliant.

To create a custom form, go to Tools > Custom Forms. On the next screen, you can see all the custom forms you have created. You can also create new forms, duplicate existing forms or edit existing ones.

To create a new for click New Custom Form in the top right. Under Form Details on the left of the subsequent screen, you can add a Form Name, Internal Name, and Form Description.

Select which client set you wish to see the form with the tick boxes available. You do not need to select any if you wish to send to one specific client.

Under the Add Form Items section, you can add an index number, field name, input notes, and input the type of form item/field required, such as dropdown.

The items/fields will populate to build your form as you add them under the Current Form Fields section on the right of the screen. You can amend them and move positions using drag boxes.

Click Preview in the top right to preview your custom form.

Once you're finished, click on Save Custom Form in the bottom right of the screen. It will then show in the Custom Form screen.

In the Custom Form screen, you can filter the forms to show only completed or uncompleted buttons in the top right.

You can also search the forms for specifics using the search button in the top right. To the right of the forms you have created, you will see options to edit, preview, duplicate, and delete as shown below.