Consents
Consents

How to create a consent document?

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

  1. Go to Administration → Consents → Forms and click "+ New document".

    Consent documents list with New document button
  2. In the "Basic information" step, enter the document name and upload the PDF file (select it or drag it into the box).

    Step 1 with document name and PDF upload
  3. Verify the PDF uploaded correctly and click "Next step".

    PDF uploaded ready to continue
  4. In "Signature field configuration", click "+ Add signature" and place signature boxes where needed. You can add as many signatures as you want.

    Signature field editor on the consent PDF
  5. Click "Preview" to see how your client will view the document. If everything looks good, return to the editor and click "Create".

    Consent document preview with signature area

You can archive documents from the "Archived" tab when you no longer need them active.

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