eConsent Form Approval Prerequisites

The option to approve a form is not available until the following prerequisites are met during the editing process:

• Form structure (sections, headers, questions, signature boxes, etc.) must be in place to generate the electronic rendition of the form.
• Signatory Roles must be populated (during the edit process) to appear on the Consent Forms tab.

1. Navigate to Studies.
2. Select the study.
3. Select the Consent Forms tab.
4. Select the Document Actions menu associated with the form to approve.
5. Select Approve for Use or Approve and Send for connected studies.
   • When approving and sending to a sponsor, utilize the Description and Comment fields to communicate details or actions specific to this form or this version.
6. Complete any required fields and select Approve or Approve and Send.

eConsent actions Send to Sponsor and Approve and Send are also available from the Study eBinder.