How to configure consent template

This document provides step-by-step instructions to configure Consent Template in the Oloid Portal.

Updated over a week ago

Steps to configure Consent Template:

  1. Log in to the Oloid Portal.

  2. On the home page of the portal, click Consent Documents on the left panel menu.

    The Consent Documents page is displayed.

  3. Click Template Name to edit.

    The template detail page is displayed.

  4. On the template edit page, do the following:

    1. Enter Consent Document Heading.

    2. Edit Version number. (optional)

    3. Edit Heading. (optional)

    4. Select template status from Status dropdown.

    5. Select legal document(s) from Legal Document dropdown list.

      Note: If unavailable, click Create Legal Document to upload a new legal document. See How to create Legal Document.

    6. Click Save.

    The Consent Template is configured.

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