Consent Management overview

Get an overview of the components that make up a consent workflow.

Getting started with Consent Management

Learn how to set up and enable consent management.

Working with consent forms

Learn how to work with consent forms.

Creating a consent form template

Creating consent categories

Learn how to create, edit, clone and merge consent categories.

Requesting consent for use

Managing pending and signed consent forms

Asset linking

Learn how to link assets and consent forms.

Consent status of an asset

Learn what the consent status icons on an asset mean.

Categories of consent

Learn about the types of consent available when signing a consent form.

Consent management general settings

Learn how to enable the Consent Management function in Site Configuration.

Linking assets to consent forms

Learn how to link images to consent forms and use visual indicators to track consent responses for each image.

Consent Management archive settings

Learn how to configure archive settings for consent management.

Managing consent

Learn how to manage consent on an asset level.

Setting the consent status of an asset

Learn how to add and remove icons depicting the consent status of an asset.

Signing a consent form by email

Learn how to sign a consent form that has been sent to you by email.

Signing a consent form by QR code

Learn how to sign a consent form using a QR code.

Signing a consent form on behalf of another

Learn how to sign a consent form on behalf of someone else.

Consent Management filters

Declining a consent form