There are two ways to view consent:
Consent Form History
On the left side bar, Click on “Consent Form History”
The most recent consent sent will be at the top. If the consent has been signed there will be a date in the Date Completed Column.
To Search for a Contact type the first or last name in the “Search” and click on the magnifying glass and then you will see the list of all the clients that match the criteria in the search box.
You can also click on the box next to the magnifying glass to see just the completed, rejected, sent and canceled.
Contacts
On the left side bar, Click on “Contacts”.
In the upper right corner, enter the clients first or last name into the Search bar and click the magnifying glass
On the right after the customer’s name click on the three dots
Then click on “View Consents”
There will be a list of the consents for that contact, listed by date with the most recent first. It will tell you the status of the consent, Date Sent, Date Completed and the Method the Consent was sent by.
Once you find the Consent you are looking for Click the three dots on the right and click “View”. This will bring up the details of the consent.
In the upper right corner there are two blue-green buttons. One says “Download” and one says “Print”. The Download button will download a PDF of the Consent.
