To do this, the company or organization must set up a register of requests to exercise rights as well as a dedicated process.
The register of requests to exercise rights
Dastra allows you to constitute a register of requests for the exercise of rights centralizing all past, present and future requests. This is available by clicking on the "exercise of rights" tab in the banner on the left of the screen.
Rights exercise request register
Complete a new request to exercise rights
Renseigner une nouvelle demande d'exercice de droits
There are 3 ways to fill in a new request to exercise rights in DASTRA:
Inform directly by hand any new request to exercise rights
Import requests by excel, csv or text file
Set up a rights exercise widget
Manual creation of a request to exercise rights
By clicking on the "New exercise request" button, a window appears where you can detail the request for exercise of rights. Click on "Save and exit". That's it, you have created your first request to exercise rights manually!
Details of the request for exercise of rights
Import / export of the rights exercise request register
The entire request register is importable and exportable. To import a request, click on the three vertical points on the right of the screen.
A window appears with an "import" button. Click on it, download the registry template and follow the instructions to import the requests into Dastra. Once imported, the request will be directly available in the request register.
Import window for rights exercise request register
Implementation of rights request widget
Requests to exercise rights can also come from a specific widget that can be configured from the Dastra platform.