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Create PDF consent documents and prepare digital signatures for your clients.
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.