This guide outlines the process of setting up and adding consent to forms, an essential procedure when gathering sensitive client data.
¶ Setting Up Consent Terms
Step 1: To add consent to a form, first set up the consent. Navigate to settings and click on consent.
Step 2: Click add category to introduce a new category of consent.
Step 3: Name your consent form. In this example we will call it "general".
Now click on consent form.
Step 4: Press Add language to the form and select the language.
Step 5: Expand the section and paste your consent information for that language.
Step 6: If you have a video, you can upload it into the designated area to upload area.
Step 7: If you want to add another language to the form, you can press Add Language and complete steps 4-6 again.
¶ Adding Consent to a Form
Now we can add those consent terms into a form for clients to complete
Step 1: Navigate to Settings —> Forms and Fields, then to Regular Forms.
Step 2: Go to form settings and select the form you wish to add consent to.
Press Edit
Step 3: Go to the Consent tab and turn on toggle for this form.
Step 4: Choose the consent form relevant to the form, in this case, "general".
You have added consent now to your form!