eConsent

Manage study participants, digitize consent forms, and eConsent participants

Edit an eConsent Form (sections, questions, signatures, etc.)

Even if you import consent content by uploading a form, your form still requires manual adjustments in the eConsent Editor for content structure and signature details. The editor is an extension of Veeva’s Clinical Vault product; see Using the Veeva eConsent Editor in Vault Help for full help documentation.

  1. Navigate to Studies.
  2. Select the study.
  3. Select the Consent Forms tab.
  4. Locate the document and select Edit eConsent from the Document Action menu. This action opens the eConsent Editor and checks out the form, preventing other users from editing the document.
  5. Review the tools available in the eConsent Editor. See Using the Veeva eConsent Editor in Vault Help for full editor support.
    • Section headers are open for editing.
    • Content blocks offer full editing capabilities, including linking and image editing.
    • Use the tools in the right menu to:
      • Adjust settings for signature requirements/order, printing options, and right-to-left language options.
      • Add sections
      • Add text, signature, or question blocks
      • Move blocks between sections
  6. When you are done editing, select one of the following options:
    • Save to Vault: Select to save your changes and create a new version in Vault without ending your editing session. Saving to Vault allows other staff to view the progress you’ve made. If another user needs to edit the form, check in the document.
    • Check In: Select to create a new version and end your editing session. The document is unlocked in Vault, so others can edit it or send it for review.
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