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Step Type: Consent Form

The consent form step is similar to the consent step in that is allows users to review and sign a consent document, but it also allows users to present multiple questions to the participant, much like the form step. Unlike the consent step, you will need to use a signature answer format if you want to capture a typed name, drawn signature, and date.

Screen Shot 2025-11-06 at 10.36.16

Basic Properties

The consent form step has the following properties:

PROPERTY FUNCTION
Title
The large text displayed at the top.
Text The smaller descriptive text below the title. Supports Markdown formatting.
Next Button Text Overrides the default text used on the "Next" button.
Footnote Optional note that appears at the bottom of the step. Supports Markdown formatting.

Optional
(can be skipped)

Whether the step is optional. If a step is optional, a “skip” button will appear at the bottom of the step and the user will not be required to answer the question.
Consent PDF Email Notifications The notification to send upon submitting this consent. Will include the participant's copy of the consent as an email attachment.
Download Empty Form Downloads a clean HTML version of the consent form step. The HTML file can be opened with a web browser, which will provide a preview of the how completed consent PDFs will render.

Form Items

You may add any number of form items to your consent form, including one or more signatures  and questions to be answered by the participant. These form items will be included in the outputted PDF.

PROPERTY FUNCTION EXAMPLES
Identifier The identifier of the form item. Responses to this question will be stored with this as the key. ParticipantSignature
Optional Whether the form item is optional. Optional form items do not need to be filled out in order for the participant to proceed to the next question.  
Hide or Show This Item Whether the form item is hidden or shown based on previous answers or participant data. See form step type for more details. Never

If a condition is met

Text The text of the question I understand that participation is optional.
Position Where to display the Text relative to the answer field. See form step type for more details. Position: Auto

Position: Left

Answer Format How you would like the person to answer the question. Different answer formats have additional options. See Answer Formats. Yes/No Choice

Signature