How do I add an e-Consent to an information request?

Are you required to collect a 'Statement of Truthfulness' consent for information provided? If so, e-Consent can help you accomplish that.

Need to add a 'Statement of Truthfulness' to any information an individual is providing via INSZoom? Here's how!

1. Create the e-Consent in the Knowledge Base.
2. To do this, head to 'Setup' and 'Knowledge Base'.
3. Find 'e-Consent' in the left menu.
4. Click 'Add' and input your 'Statement of Truthfulness' content.
5. Once finished, click 'Publish'.
6. Now, for any information request you send to an individual you can attach the e-Consent you just created.
7. To do so, go to either the case or client level and select what information collection you want to send. In this example, we'll send a questionnaire.
8. Head to the client level and select the individual you want to send the questionnaire(s) to.
9. Select 'Email Questionnaires' and find the 'Advanced Options' link. 'Attach e-Consent documents' displayed.
10. Check this box and then click 'Choose e-Consents'.
11. Select the e-Consent you want to attach.
12. When the individual clicks the link to log in and complete the questionnaire, they'll see the following.
13. This can also be attached to documents uploaded, forms review, sent invoices, etc.