Consent Form Setup

Consent forms are a type of Sheet and can be customized.

  1. In the Main Menu, click Setup, Sheets.
  2. Copy a sheet with a Consent type, or create a new one.
    • Highlight an internal Consent sheet and click Copy.
    • Highlight a custom Consent sheet, then click Duplicate to copy it.
    • Click New to create a new custom sheet and select Consent as the type.
    • Double click an existing custom Consent sheet to edit.
  3. Change the sheet as desired.

    General Sheet Properties

    Sheet Elements

  4. Click OK to save.