Consents

How to create a consent document?

Create consent documents in PDF for your clients to sign digitally.

How to archive a consent document?

Archive a consent document you no longer need from the Active tab.

How to unarchive a consent document?

Restore an archived consent document so you can use it again from the Active tab.

How to view a consent document?

Open and review the PDF of a consent document from Forms.

How to edit a consent document?

Edit the name, PDF and signature fields of an existing consent document.

How to send a consent document?

Send a consent document for digital signature from the client profile or from an appointment on the calendar.

How to sign a consent document?

Guide for clients: review and digitally sign a consent received by email or WhatsApp.