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Please find a few e-consent tools including an extra certification page, better consent review workflow and PDF saving tools, and improved signature box look and workflow. As an optional tool, additional e-consent values (i.e., name, date of birth, address, etc.) can be added to the PDF as extra documentation of the identity of the person who is consenting.


Make sure use surveys is enabled: 

Enable the consent survey: 

When enabling the survey, you will have the opportunity to turn on the e-consent framework. The e-consent framework, does the following: 

  • 1) Before a participant completes the survey, an extra certification page is added to end of the survey that displays an in-line PDF copy of their survey responses
    in which they will be asked to confirm that all information in the document is correct. Once they confirm all is correct, the survey will then be marked as complete.
    The survey will not be considered complete until they fulfill the certification step.

  • 2) Upon completion of the survey, a static copy of their responses in the form of a consent-specific PDF will be stored in the project's File Repository.
    The consent-specific PDF will have the values of the e-Consent Framework Options inserted at the bottom of each page in the PDF.
    These values (i.e., name, date of birth, etc.) are added to the PDF as extra documentation of the identity of the person who is consenting.


Select Auto-Archiver + e-Consent Framework 


Then Define the fields: 


The next step is to decide if you would like to automatically send a confirmation e-mail and 

if you would like the PDF of the completed survey to be included as an attachment: 

Include #Secure in the subject line of your email to send email securely


Users will be see the REDCap Consent survey in the same format as a classic REDCap Survey. Just build the Consent Survey

with the consent questions you would like to include.  You can use branching logic and required fields. 


This looks much like the current process, once the Next Page is selected the review screen will appear. 


The e-consent participant will then have to certify, and once they certify, they can Submit. After Submitting, depending on you settings,

the user may automatically receive a copy of the consent. If you put Zix: in the subject line, REDCap will send an encrypted message to the 

participant. 



The new framework will also save your consents in the PDF Survey Archive. This can be access via the Applications Side Bar Menu → 

File Repository → PDF Survey Archive.  This is a really useful tool as it stores all of your electronic consent documents in one place.  

It also is search enabled and will allow you to Download a zip file of all consents. 


The file will look like this: 


With key information listed at the end of the page:  






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