Consent management
Write the form once, and the scope with it
Most consent forms are a document in one place and a note about what it covers in another. Here they are the same thing: you write the wording, and drop the fields, the usages and the countries into it. What the person ticks is what the platform then enforces.
Field types
What you can drop into the wording
Scroll sideways for the prefill column
| Field | What the signer does | Arrives prefilled |
|---|---|---|
| Text | Types a value — a name, a school, a case number | From their record |
| Date | Picks a date from a calendar | Today's date |
| Dropdown | Chooses one of the options you set | From their record |
| Checkbox | Ticks to agree to a statement | Cannot be prefilled |
| Signature | Signs with a finger or a mouse | Cannot be prefilled |
A field that can prefill still shows the person what it filled in before they sign. Leave it empty instead and they complete it themselves — it is set per field, not per form.
Every field type, on every plan
What goes into a template
Four kinds of thing, inserted where they belong in the sentence rather than appended to the end of it.
01
Fields, in the wording
A name, a date, a checkbox, a signature box. Put each one where it reads properly — "I, ______, hereby consent" — and mark which are required.
02
Usages the signer ticks
Social media, print, a website, an annual report. Each usage you insert becomes a box in the document, so the person can agree to some and not others.
03
Countries it applies in
Add the countries the consent covers. An image cleared for Thailand and not for the UK is a thing the platform knows, not a thing somebody has to remember.
04
Draft until you publish it
Preview a template as the signer will see it, and publish when it is right. A draft cannot be sent to anybody by accident.
Prefill
The form can arrive already knowing who they are
A field can be filled from the person you are sending to, or left blank for them to complete. Prefilling the name and the date turns a form into something that takes fifteen seconds on a phone, which is the difference between getting it signed and getting it eventually.
- Fields prefill from the details already held on that person
- Or leave a field for manual entry, and they type it themselves
- A prefilled value is still shown to them before they sign it
- The same template works either way — it is set per field, not per form
More in consent
Sending forms
Email finalised consent forms to one or multiple recipients. They get a link and a QR code, and can sign from their phone.
Read more
People directory
Everyone who appears in your library, with faces found in your photographs added to them automatically.
Read more
Consent records
Always know exactly what someone agreed to. And prevent mistakes, with consent checked at the moment somebody tries to download a file.
Read more
Proof and audit trail
Final signed consent forms are protected using a unique hash, which guards against tampering and proves whether a file has been modified.
Read more
Next step
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