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Wefido step-by-step guide

How to manage a Wefido client record, documents and privacy

Keep a client’s operational details, consents, documents, privacy requests and timeline in one record, using identity confirmation for sensitive actions.

Open client records
At a glance

What you will learn

  1. 1
    Open Client management, choose Clients and select the correct person or company
  2. 2
    Update only details, contacts, preferences and consents that were actually collected
  3. 3
    Upload relevant documents and keep internal notes free of unnecessary information
  4. 4
    Record access, rectification, restriction, export, anonymisation or deletion requests
  5. 5
    Review the timeline and access log and confirm your identity before sensitive actions
Frequently asked questions

Useful answers for this guide

Is the internal note shown to the client?

The page presents it as business-only information. You should still enter only necessary and relevant details.

Does anonymising immediately delete every piece of data?

It is a sensitive action distinct from other privacy requests. Review the request, deadlines and log before confirming; if unsure, follow your business privacy procedure.