7216 Consent
The 7216 Consent feature lets you add a consent control to a Signatures item, track the client's consent status, and manage consent-based access in Client Management, User Management, and Consent Center.
The
7216 Consent
feature lets you add a 7216 consent radio button to any Signatures item. Once the form is completed, the consent status for that client is updated in Client Management
if a matching Client ID exists.This consent status can also be updated manually in the
Client Management
dashboard.User Management
permissions let you choose which users have permission to view client items based on their consent status.Processing
Use the following steps to upload and process your consent document:
- Go to theAdd e-Signaturessection.
- Locate the page where you want to place consent controls.
- Drag and drop theConsent (7216)radio button onto the page.
The Yes/No text should appear on the uploaded document; only the buttons are visible to the signer.
Adjust the checkbox size and buttons as outlined in our
Additional Signature Controls
article.Signatures Reporting
After the item is delivered and signed, you can view the client's consent status from the Signatures Delivered dashboard.
- Go to theDeliveredsection.
- Locate the delivered item.
- Check theStatusin theConsent (7216)column.
- Check yourColumn Optionsif you don’t refer to theConsent (7216)column.
Client Management
Review or update client consent from the Client Management dashboard.
- Select theNavigation Widgetin the upper-right corner.
- SelectAccount Management.
- A new tab opens.
- SelectClient Management.
- SelectEditin the Action menu for a specific client.
- Select or clear the7216 Consent Receivedcheckbox.
- Select anExpires ondate for the consent designation, if needed.
- SelectUpdateto save your changes.
User Management
Review or update user permissions related to 7216 consent from the User Management dashboard.
Create Offshore User Group
Users in this group can access only documents for clients who have a 7216 consent designation.
- Select theNavigation Widgetin the upper-right corner.
- SelectAccount Management.
- SelectUser Managementin the left panel.
- Select theUser Groupstab.
- SelectAdd User Group.
- Enter aNamefor the group.
- Enter aDescriptionfor the group.
- Select theOffshorerole.
- SelectAdd Group.
Add Users to the Group
- Select the newly createdGroupin the left panel.
- Drag and drop users from theAvailable Userscolumn to theUser in Groupcolumn.
- SelectApply Changes.
Consent Center
The
Consent Center
lets you review the current consent status for clients that exist in your Client Management dashboard.- Select theNavigation Widgetin the upper-right corner.
- SelectAccount Management.
- SelectConsent Centerin the left panel.
- Searchfor specific clients, or select aColumn Headerto sort in ascending or descending order.
- Exportthe report to Excel.
