How to work with Consent forms digitally in Strato?
Please follow these steps to create Consent Forms:
- Go to Tools -> Configuration -> Consent Question.
- Create Consent Question.
- Go to the next tab to create Consent Form and add the needed Consent Questions. On Client Info page the newly created form is now available.
- By clicking Open…, the form can be registered.
Additionally, user can upload a document to Client Page with a blank Document Type, the electronic document can be signed by 3rd party software.
Please note that there is no link between Consent Forms and Client Documents.
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