Turn your uploaded PDF ICF into a digitized form your participant can respond to electronically by locating the participant’s actions on the form and dragging the matching elements onto the form’s image in the editor.

Add Signature Elements

The following signature elements are available from the left menu to overlay on a consent form:

• Signature
• Printed Name
• Signature Date

When you drag a signature element to your document, the remaining signature elements are available for selection from the dragged element’s details. They will retain the role assigned to the initial element.

SITE MEMBER SIGNATURES: Only the Signature element is needed as site staff sign using SiteVault’s eSignature function which already provides the printed name and signature date.

1. Drag the needed element to the document.
2. From the element window, select the role expected to complete this field.
3. From the element window, select any additional elements to associate with this signature.
   • Site Member signatures require only the Signature element as site staff sign using SiteVault’s eSignature function which already provides the printed name and signature date.
4. Drag each element to the matching area on the document.
5. Resize each element to match the area provided.
6. Adjust placement and sizing as needed.
7. Select Save.

Add Question Response Elements

To respond to questions, the following elements are available from the left menu to overlay on a consent form:

• Checkbox
• Radio button
• Free form text Coming in August 2025

Note: If using available elements in place of elements scheduled for an upcoming release (ex. checkbox or radio buttons in place of using initials to indicate selection), you may need to gain approval from any applicable oversight teams/groups.

Question and Answer Labels

These labels serve as column headers on the Participant Additional Response tab to easily locate specific responses. Consider this use as you create a labelling plan.

• Question Labels: You can include the section or page number the question is on and a recognizable summary of the question. Ex. Pg12 Keep samples for future research

• Answer Labels: Clearly indicate which answer was chosen and what that means for your team when working with that participant. Ex. Yes - agree to use samples

Add Checkbox

Use a checkbox to indicate that a particular option has been selected.

1. Drag the checkbox element to the document.
2. From the element window, select the role expected to respond.
3. From the element window, complete the Question and Answer Labels.
   • These labels serve as column headers on the Participant Additional Response tab to easily locate specific responses.
4. If a response is required, toggle the Make this question required switch.
5. Adjust checkbox placement and sizing as needed.
6. Select Save.

Add Radio Buttons

Use a radio button when only one option can be selected from a group.

1. Drag the radio button element to the document.
2. From the element window, select the role expected to respond.
3. From the element window, complete the Question Label field.
4. If a response is required, toggle the Make this question required switch.
5. From the element window, provide the Answer Label for Radio Button 1.
   • This label serves as a column header on the Participant Additional Response tab to easily locate related responses.
6. From the element window, select Save + Add to create Radio Button 2.
7. From the element window, provide the Answer Label for Radio Button 2.
   • This label serves as a column header on the Participant Additional Response tab to easily locate related responses.
8. To include additional radio button answer options, Select Save + Add and complete the Answer Label field. Repeat as needed.
9. Adjust all radio button placement and sizing as needed.
10. Select Save.

Editor Settings and Tools

Find these key tools in the top, right of the screen.

Document Settings

• MyVeeva Display Name: The name of the form that the participant will see in MyVeeva for Patients. If left empty, the SiteVault document title will be displayed.
• Require an unlock code to sign: Toggle to On if you want to require participants to enter a site-provided unlock code to sign the form. For more information, see Require an Unlock Code to Sign.
• Require a hand drawn signature: Toggle to On if you want to require participants to draw their signature instead of clicking or tapping to sign. For more information, see Require a Hand Drawn Signature.
• Signing Order: If using a signing order, enter the form’s place in order. For more information, see Require a Signing Order.

Preview the Form

Preview eConsent will provide a participant’s view of the form. To see or share this view once editing is complete, see Preview and Share an eConsent Form.

Save Your Changes

When you are done editing, select one of the following options:

• Save: Select to save your changes and create a new version in SiteVault without ending your editing session. Saving to SiteVault allows other staff to view the progress you’ve made. If another user needs to edit the form, check in the document.
• Save and Exit: Select to save your changes and check in the document, creating a new version. The document is unlocked in SiteVault, so others can edit it or send it for review.