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titleSteps to include html in the allowed file types:
  1. Go to Navigation Menu > Settings

  2. Search “Allowed File Types”

  3. Observe if ‘html’ is included in the setting. If not, click on the setting

  4. Copy all the original allowed file types from the “Existing Value”. Paste it in “New Value”, put a comma and add ‘html’ along with it. Click “Update” once done.

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Consent Statements

The consent statements are defined at a global level so that they can be reused across CPs. Go to Menu->Consents to define new consent statements. Refer to Coded Consents for more details.

Consent Response Code

A unique concept code for each consent response is mandatory. These codes are used in the consent HTML document for invoking the specific consent response. For example, “Y” for “Yes” response, “W” for “Withdrawn” etc.

Make sure the concept code is unique for every response.

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titleSteps to set the consent response concept codes
  1. Go to Extras > Dropdown Manager > Consent Response dropdown

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  2. Click on the consent response value “Yes” and click “Edit”

  3. Enter the concept code as “Y” and click “Update”

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  4. Similarly, edit the concept codes of all the responses. Here are the default concept codes that you can use:

Consent Response

Concept Code

Yes

Y

No

N

Not Specified

NS

Withdrawn

W

None

NN

Custom Fields

The consent form could have fields like consent witness, consent date, eSignatures, etc. These fields are to be added in a custom form attached at the “Consent Document Custom Fields” level. A single form is maintained for consent custom fields across the system to avoid duplicating fields across CPs and making it easy for reporting.

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