Overview
This article offers comprehensive instructions on setting up consent forms within your project. With the integration of HelloSign, the process becomes seamless, enabling easy collection of binding documentation for your projects. We will also cover how to download all your signed consent forms into a zip file.
Getting Started with Consent Forms
With our HelloSign integration, we have created an easy way to collect binding documentation that you can upload to any of your projects and assign those forms to specific sessions.
If consent form(s) are assigned to a session, a respondent MUST complete the form(s) to be admitted access to the session. Respondents will not have access to the session until their signature has been submitted. As a reminder, once the consent form has been signed and submitted, you will no longer have editing access to the consent form.
Consent Form Document Setup - Managing consent forms in the document hub
Head to your document hub on your project dashboard to add, edit, view, download, and delete all of your consent forms.
Only Project Owners will have the capability to download all Consent Forms.
Click the right arrow to enter the documents in that folder.
In this folder, you will be able to add, edit, preview, and download any consent forms that have been added.
If this is a new project and you have not yet uploaded any consent forms to your project you will only see a view to upload consent forms in the top right-hand corner of the section.
As you are uploading and getting signed return consent forms, you will see two sections in this folder. The 'Consent Forms' section contains any uploaded but not yet signed consent forms and the 'Signed Consent Forms' section will contain all signed consent forms.
Uploading, editing, previewing, and downloading an unsigned consent form
Click the upload button in the upper right-hand corner of the consent form section to add your document. PNG and PDF files are the only files supported in the consent form hub.
You will be then taken to the editing part of this process which is hosted by our HelloSign integration. You can add any signature/initial to any area of your document that you may have. All features are drag and drop and can be placed/moved/removed from any area that your document may need.
For more information on how to best use the features in the editing process, please refer to the HelloSign documentation here:
Your newly uploaded consent form will show up in the consent form section at the top. You will then be able to edit and preview your document in HelloSign directly.
When editing your document, click 'Edit' to make amendments to any document that has not been yet signed. You will not have access to edit any document once it has been signed.
The HelloSign integration also allows for you to preview your document, as viewed by the respondent responsible for signing these documents.
You will also have access to download the unsigned copy as well.
Signed Consent Forms - Review all your signed consent forms from the hub
To manage and view all consent forms that have been reviewed, signed, and submitted associated with each session, head to the 'Signed Consent Form' section. You will be able to see a quick drop-down of all the respondents that completed their documentation when they completed it, and what forms have been completed.
Click 'Download All' to download all of your signed contracts for each project in one zip file.
Only Project Owners will have permission to download all signed consent forms.
For any further consent form questions or if you would love to have this set up for your upcoming projects, please reach out to your account manager for assistance.