Presentation Consent Forms Setup

Presentation consent or disclosure forms are documents used to obtain informed consent or disclosure from individuals participating in a presentation. The form typically outlines the individual’s rights and responsibilities, including the right to refuse or withdraw consent.

Presentation consent or disclosure forms are documents used to obtain informed consent or disclosure from individuals participating in a presentation. The form typically outlines the individual’s rights and responsibilities, including the right to refuse or withdraw consent.

1. Go to Forms > Presentation forms
2. Click Add New Form. Form Name is internal only for differentiating naming conventions, and Display Name is the public-facing title for Portal.
3. Click and drag over “Group” and add the consent information or question.
4. Click and drag over “Radio” right underneath the Group and add the answer options. There is no need to set the “correct” answer as “I agree” or “I do not agree” could both be right shown below:

5. Click Save.
6. Click “Setup” to ensure the Behavior is set to “Strict”, making the form mandatory to fill out on Portal before the user can upload any files.

7. Click Preview/Test to test the functionality of the form.