This Privacy Policy explains:

1. The Information We Collect

2. How We Use the Information We Collect and How We Collect it

3. How We Share Information

4. How we Protect the information

5. Online Analytics and Tailored Online Advertising

6. Data Retention, Accessing Your Information, and Closing Your Account

7. Email and Direct Marketing Choices

8. How we Protect Your Information

9. Linked Sites and Services

10. Users From Outside the United States

11. Children’s Privacy

12. Your California Privacy Rights

13. Changes to this Policy

14. How to Contact Us

effyBiz Inc(“effyBiz,” “us,” or “we“) is committed to protecting your privacy. This Privacy Policy (“Policy”) applies to those who visit the Websites owned and operated by effyBiz as well as users of our Service(s). This Privacy Policy describes how effyBiz collects, uses, shares and secures the personal information you provide. It also describes your choices regarding use, access and correction of your personal information. The use of information collected through our Service(s) shall be limited to the purpose of providing the service for which the Customer has engaged effyBiz. This privacy policy describes the information practices and the choices available to you regarding effyBiz’s use of your personally identifiable information (that is, information that can be used to identify a person, hereinafter referred to as “PII”) and how you are able to access and update this information.

We provides a variety of web-based and mobile services designed specifically for the communication needs of sales and marketing teams (the “Services“). The Services are made available to users who have effyDoc or effysales accounts (“Customers“) via the website located at www.effyDoc.com or www.effysales.com (the “Site“). effyDoc and its Customers use the Services to communicate with their customers and sales prospects (“Viewers“). The Services allow effyDoc and its Customers to upload presentations, sales collateral and other content (“Content”) to the Site, in addition to information, including PII, about Viewers. effyDoc and its Customers use the Services to communicate with Viewers and share Content in a variety of ways, including via email and browser-based online presentations. Customers retain all rights to Content they upload to the effyDoc Service. effyDoc will not access or modify Customer Content except as necessary to provide the Services, prevent or resolve service or technical problems, or at Customer’s request in connection with support matters. effyDoc will not disclose Customer Content except as described in this privacy policy or the agreement governing Customer’s use of our Services, or for purposes of allowing Customer to share Content with Viewers via the Services.

The use of information collected through our Services shall be limited to the purpose of providing the Services for which Customer has engaged effyDoc, or as otherwise described in this privacy policy.

Customers: If you are a Customer, effyDoc may require you to provide information (including PII- personally identifiable information) to allow us to deliver the Services, to manage and administer your account, and for billing purposes. To those ends, we may require Customers to submit information such as names, company names, email addresses, phone numbers, billing addresses, and financial qualification information such as a valid credit card. Customers also provide other information to effyDoc through their use of the Services. For example, the Services allow Customers to input names, email addresses, phone numbers, and other information about Viewers that Customers wish to use the Services to communicate with. effyDoc does not use or access such information except with the Customer’s permission, in order to provide the Services, and to provide related support and assistance.

effyDoc does not sell this information: effyDoc does not use this information to contact Viewers except on Customer’s behalf and at Customer’s direction. effyDoc will not allow other effyDoc Customers to access this information.

Customers may also submit Content for use in connection with the Services, including for the purpose of sharing such Content and communicating with Viewers. Customers are solely responsible for all Content and other information they input into the Services. effyDoc will not alter Content that Customers intend to share via screen sharing Services, and will not share Content via its screen sharing Services with third parties other than those with whom Customer intends to share Content.

Viewers: If you are a Viewer, effyDoc or its Customers may request that you provide them with information (including PII) via the Services in order to view Content.

If a Customer asks you to provide this information to the Customer via the Services and you provide it, effyDoc stores this information on behalf of our Customers. In the event you provide a Customer with this information, you do so in accordance with that Customer’s privacy practices and policies. effyDoc is not responsible for the privacy practices of its Customers, and does not access this information except with its Customer’s permission, in order to provide the Services and related support and assistance. If effyDoc requests that you provide this information to effyDoc via the Services and you provide it, effyDoc stores and uses this information on our own behalf in accordance with this privacy policy.

When effyDoc collects information under the direction of its Customers, it has no direct relationship with the individuals whose personal data it processes. If you are a customer or sales prospect of one of our Customers, or a Viewer of Customer Content, and would no longer like to be contacted by one of our Customers that use our Services, please contact the Customer that you interact with directly. When effyDoc collects information on its own behalf, it does so in accordance with this privacy policy. If you are a effyDoc sales prospect, or a Viewer of effyDoc Content, and you would no longer like to be contacted by effyDoc, please contact privacy@effySales.com. We may transfer PII to companies that help us provide our Services. Transfers to subsequent third parties are covered by service agreements with those third parties.

Visitors: If you visit our Site and are not a Customer or Viewer (a “Visitor”), and you request more information about effyDoc via web form, email, or similar means available on our Site, we may ask you to provide us with your name, company, job title, company email address, and information about your company. We may use this information to contact you later regarding use of our Services and/or becoming a Customer.

Referral Service:If you choose to use effyDoc’s referral service to tell a friend or colleague about effyDoc’s Site or Services, effyDoc will ask you for that person’s name, company name, and email address. effyDoc will automatically send an email inviting him or her to visit the Site or utilize the Services. effyDoc stores this information for the purpose of sending this one-time email and tracking the success of our referral program.

If you believe that one of your contacts has provided us with your personal information and you would like to request that it be removed from our database, for service fee and process of removal, please contact us at privacy@effySales.com.

From Customers: If you are a Customer, we may automatically collect information about your account and your interaction with and use of the Services. We collect this information in order to deliver the Services and to provide you with reporting and analytics relating to your use of the Services.

This information may include:

• Date and time you uploaded Content to our Service;
• Whether or not Content was modified by you;
• Number of times and length of time Content was presented by you using the Services;
• Your phone number (if utilizing conference calling features);
• Your IP address and location.

This information is made available to Customers via the Services and may be associated with other information about Customer and its Viewers (including PII) that Customers provide us.

From Viewers: If you are a Viewer who views Content you receive from effyDoc or a Customer via the Services, we may automatically collect information about your interaction with such Content and our Services. We collect this information in order to deliver the Services and to provide effyDoc and our Customers with reporting and analytics relating to your interaction with Content and our Services.

This information may include:

• Whether or not you have viewed or are viewing Content;
• Date and time you viewed the Content;
• Number of times and length of time Content was viewed;
• Which portions of the Content were viewed;
• Whether or not you have forwarded Content received via the email function of the Services
• Your IP address and location.

This information will be made available to effyDoc or our Customers who communicate with you via the Services, and may be associated by effyDoc or our Customers with other information about you (including PII) that Customers have provided us or that you have provided to Customers via the Services. effyDoc does not use or access Viewer PII collected by its Customers through their use of Services except with Customer’s permission, in order to provide the Services, and to provide related support and assistance. effyDoc does not use this information to contact Viewers, except on Customer’s behalf and at Customer’s direction. effyDoc does not sell this information. effyDoc will not allow other effyDoc Customers to access this information.

From Visitors: If you are a Visitor to our Site, we may automatically collect information relating to your navigation on the Site (including IP Address, referral URL, browser type. and operating system). We collect this information to help us improve our Site.

Tracking Technologies: effyDoc and its partners use cookies or similar technologies to analyze trends, administer the Site, track users’ movements around the Site, and to gather demographic information about our user base as a whole. You can control the use of cookies at the individual browser level, but if you choose to disable cookies, it may limit your use of certain features or functions on our Site or Service.

Analytics / Log Files: As is true of most websites, we gather certain information automatically and store it in log files. This information includes Internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and clickstream data. We may combine this automatically-collected log information with other information we collect about you. We do this to improve Services we offer you, or to improve marketing, analytics, or Site functionality.

Other Statistical Information: effyDoc may monitor Customers’ use of the Services, analyze Customer data, and compile statistical and performance information related to the provision and operation of the Services. effyDoc may make such statistical and performance information publicly available in an aggregated manner, provided that such information does not incorporate identifiable Customer data and/or Customer confidential information.

Our primary goal in collecting any information from you, including PII, is to provide you with the best Service we can. We believe we offer a unique Service, which greatly improves the ability of Customers to sell and communicate to their customers. We will share your personal information with third parties only in the ways that are described in this privacy policy. effyDoc does not share, sell, rent, or trade PII with third parties for their promotional purposes.

effyDoc may share information collected from Customers or Viewers with third-party service providers that perform work on effyDoc’s behalf or which effyDoc utilizes to deliver, monitor, or improve the Site and Services. effyDoc may, at Customer’s request and on Customer’s behalf, share Customer information with Customer’s own third-party service providers (for example, information about your use of the Site and Services may be shared via API with a CRM system such as Salesforce). Any transfers to third parties are covered by the provisions of this privacy policy pertaining to notice and choice as well as the applicable agreements governing our relationship with our Customers. These third parties are authorized to use your PII only as necessary to provide services to effyDoc.

We may also share your information in connection with the following:

Legal Compliance: effyDoc reserves the right to use or disclose any information provided by Visitors, Customers or Viewers if required by law, to investigate fraud, or if effyDoc reasonably believes that use or disclosure is necessary to protect your safety or the safety of others, to protect or enforce effyDoc’s rights, and/or to comply with a judicial proceeding, court order, subpoena or other legal process, or to any third party with your prior consent to do so.

Business Transaction: In the event effyDoc goes through a business transaction such as a merger, an acquisition by another company, or a sale of all or a portion of its assets to which this privacy policy relates, your information will likely be among the assets transferred and, in such case, you will be notified via email and/or a prominent notice on our Site of such change in ownership or a change in the use of your PII, as well as any choices you may have regarding your PII. You acknowledge that such transfers may occur.

Cross-Border Transfer: Your information may be transferred to and maintained on computers located outside of your state, province, or other governmental jurisdiction where privacy laws may not be as protective as those in your jurisdiction. If you are located outside of the United States and choose to provide PII to us, we may transfer the information to the United States and process it there.

Security

We implement security measures designed to protect your information from unauthorized access. Your account is protected by your account password and we urge you to take steps to keep your personal information safe by not disclosing your password and by logging out of your account after each use. We further protect your information from potential security breaches by implementing certain technological security measures including encryption, firewalls and secure socket layer technology. However, these measures do not guarantee that your information will not be accessed, disclosed, altered or destroyed by breach of such firewalls and secure server software. In addition, while we take reasonable measure to ensure that other entities who provide us with payment processing services keep your information confidential and secure, such entities’ practices are ultimately beyond our control. By using our Website, you acknowledge that you understand and agree to assume these risks.

Data Integrity

effyDoc will use personal information and User Content only for purpose of delivering the services made available in the Website, which is in the confines of document generation and electronic execution, and to facilitate the services you request related thereto.

Access

effyDoc acknowledges the individual’s right to access their data and will allow individuals to access their personal information. Further, effyDoc will allow the individual to correct, update, or delete information. Individuals who wish to make an access request or remove personal information from our records, or if you have any questions in regard to this policy or believe that effyDoc has not complied with the provisions of this policy, should direct such a request to us at privacy@effysales.com

Enforcement

In compliance with the EU-US and Swiss-US Privacy Shield Principles, effyDoc commits to resolve complaints about your privacy and our collection or use of your personal information. European Union and Swiss individuals with inquiries or complaints regarding this privacy policy should first contact effyDoc at privacy@effysales.com

effyDoc protects your information online by using industry standard encryption methods to prevent unauthorized access to Content, data, and Customer account information stored on our servers.

When you enter sensitive information (such as credit card number) on our registration or order forms, or your login credentials to our platform, we encrypt that information using secure socket layer technology (SSL). We protect PII in our databases, and any sensitive transmission of passwords and authentication tokens are transmitted using HTTPS (TLS 1.0/1.2). If you are a Customer of effyDoc and wish to have SSL enabled throughout the Services, please contact your effyDoc account manager or sales representative.

effyDoc and its service providers also maintain strict physical security at properties and facilities and only provide access to authorized personnel

Access to the information you provide us with is restricted to those of our employees, contractors and agents who need to know that information in order to operate, develop or improve our Site or Services.

While we follow generally accepted industry standards to protect the information submitted to us, both during transmission and once we receive it, no method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

If you have any questions about security on our Site or Services, you can email us at security@effySales.com.

effyDoc displays endorsements, as well as personal testimonials of satisfied Customers on our site. With your consent effyDoc may post your testimonial along with your name. If you wish to update or delete your testimonial, you may contact us at privacy@effySales.com.

The effyDoc Site includes social media features, such as the Facebook ‘Like’ button and widgets, such as a ‘Share this’ button or interactive mini-programs. These features may collect your IP address and which page you are visiting on our Site, and may set a cookie to enable the feature to function properly. Social media features and widgets are either hosted by a third party or hosted directly on our Site. Your interactions with these features are governed by the privacy policy of the company providing them.

Our Site offers publicly accessible blogs or community forums. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. To request removal of your PII from our blog or community forum, contact us at privacy@effySales.com. In some cases, we may not be able to remove your PII, in which case we will let you know if we are unable to do so and why.

Our blog is also managed by a third-party application that may require you to register to post a comment. We do not have access or control of the information posted to the blog. You will need to contact or login into the third party application if you want the PII that was posted to the comments section removed. To learn how the third party application uses your information, please review their privacy policy.