Use Informed Consent with 3 how-to topics, including opening the Informed Consent entry, setting up and previewing consent content, and saving the configuration.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Informed Consent entry | Free |
| 2 | 2. Set up and preview Informed Consent | Free |
| 3 | 3. Save the Informed Consent configuration | Free |
How-to Guide
1. Open the Informed Consent entry
Entry path: Form Editor → Relay → Informed Consent
- Open the Smart Forms editing interface.
- Select the Relay module in the left navigation area.
- Find the Informed Consent setting item.
- Click it to enter the editing panel.
Success Criteria
- Interface result: The Informed Consent editing area opens.
- Next action available: You can continue adjusting settings or reviewing the current configuration.
Tips While Using
- Common mistake: If you do not enter the Relay module first, the Informed Consent entry may not be visible.
- Environment note: You need permission to edit the current form.
2. Set up and preview Informed Consent
Entry path: Informed Consent editing panel
- In the Informed Consent editing interface, adjust the related settings as needed.
- Update the content that should be shown to participants.
- Use preview to check the current display result.
- Confirm that the content is complete and in the expected order.
Success Criteria
- Interface result: The preview area shows the current Informed Consent effect.
- Next action available: You can continue editing or move to the save step.
Tips While Using
- Common mistake: If you skip preview, it may be harder to notice missing or incomplete content in time.
- Environment note: Preview and online form workflows generally work better with an internet connection.
3. Save the Informed Consent configuration
Entry path: Informed Consent editing panel → Confirm
- Review the content again after finishing the settings.
- Confirm that the preview result is correct.
- Click Confirm to finish the action.
- Continue with the remaining relay creation or publishing process.
Success Criteria
- Interface result: The current settings are saved, and the panel closes or returns to the previous level.
- Next action available: You can continue editing other relay content or move on to publishing.
Tips While Using
- Common mistake: If you change settings but do not click Confirm, the configuration may not be kept.
- Environment note: Some changes may appear to respondents only after the relay is published again.