Creating a record for a patient guardian, proxy, or caregiver enables you to send eConsent forms for electronic signature in conjunction with or on behalf of a study participant. See Start the Consent Process for more information on consenting participants. You can also share documents with guardians, proxies, and caregivers. See the Sharing Documents With Study Participants help topic for more information.

1. Navigate to Administration > Patients and open the profile for the patient.
2. Expand the Guardians, Proxies, and Caregivers section and select Create.
3. Select the Signatory field and complete one of the following steps:
   • To add an existing signatory, select from the list.
   • To create a new signatory, select + Create Signatory and complete the required and any optional fields.
4. Select Save.
5. Complete the Role field.
6. Select Save.

Signatories can also be created by navigating to Studies > Select Study > Participants, then select Create Signatory from the Participant’s Action menu.