Consent Document, Informed Consent Documentation

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text-gray-500">Set up your research panel</a> </li> <li> <a href="/help/brand-consent-forms" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Brand your consent forms</a> </li> <li> <a href="/help/set-data-retention" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Set data retention policy</a> </li> <li> <a href="/help/import" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Import data from a spreadsheet</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Manage your team <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" 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data-toggle-target="toggleable"> <li> <a href="/help/ask-remotely" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Ask for consent remotely</a> </li> <li> <a href="/help/ask-in-person" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Ask for consent in person</a> </li> <li> <a href="/help/forms/set-language" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">How to set the form language</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Consent templates <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/how-org-templates-work" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">How Consent Templates work</a> </li> <li> <a href="/help/what-is-liquid" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">What is Liquid?</a> </li> <li> <a href="/help/template-cheat-sheet" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Consent template cheat sheet</a> </li> <li> <a href="/help/templates/how-to-use-study-categories-to-power-templates" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Using study categories</a> </li> <li> <a href="/help/document-workflows" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Document workflows</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Email templates <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/email-template-cheat-sheet" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email template cheat sheet</a> </li> <li> <a href="/help/email" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email formatting</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Integrations <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/calendly-integration" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Integrating with Calendly</a> </li> <li> <a href="/help/zapier-integration" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Integrating with Zapier</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Manage projects <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/create-a-project" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Create a project</a> </li> <li> <a href="/help/share-project" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Share a project</a> </li> <li> <a href="/help/share-for-review" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Share for review</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Security <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/2fa" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Setup 2 factor authentication</a> </li> <li> <a href="/help/saml" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Configuring SAML</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Sending email <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/email-deliverability" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email deliverability</a> </li> <li> <a href="/help/email/bounces" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email bounces: why they happen & how to fix them</a> </li> <li> <a href="/help/email/spam-complaints" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Spam complaints: why they happen and how to fix them</a> </li> <li> <a href="/help/email/blocked" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Blocked emails: why they happen and how to fix them</a> </li> </ul> </li> </ul> </nav> </div> </div> </div> <div id="content" class="lg:col-span-6 lg:max-h-full lg:sticky lg:overflow-visible"> <div class="max-w-prose prose prose-lg prose-indigo"> <h1>Consent Kit Help</h1> <p>Welcome to the Consent Kit documentation. This is the place to learn about how to integrate, setup, and manage your Consent Kit account.</p> </div> <div class="mt-6 rounded-lg overflow-hidden shadow border border-gray-200"> <div class="rounded-lg relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500 flex"> <div> <span class="rounded-lg inline-flex p-3 bg-teal-50 text-teal-700 ring-4 ring-white"> <svg xmlns="http://www.w3.org/2000/svg" class="h-16 w-16" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2m-3 7h3m-3 4h3m-6-4h.01M9 16h.01" /> </svg> </span> </div> <div class="mt-4 ml-6"> <h3 class="text-xl font-medium"> <a href="/help/quick-start" class="focus:outline-none">  <span class="absolute inset-0" aria-hidden="true"></span> Quick start guide </a> </h3> <p class="mt-2 text-lg text-gray-500">A short guide on how to get started with Consent Kit.</p> </div> <span class="pointer-events-none absolute top-6 right-6 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 24 24"> <path d="M20 4h1a1 1 0 00-1-1v1zm-1 12a1 1 0 102 0h-2zM8 3a1 1 0 000 2V3zM3.293 19.293a1 1 0 101.414 1.414l-1.414-1.414zM19 4v12h2V4h-2zm1-1H8v2h12V3zm-.707.293l-16 16 1.414 1.414 16-16-1.414-1.414z" /> </svg> </span> </div> </div>  <div class="mt-6 rounded-lg overflow-hidden shadow border border-gray-200"> <div class="rounded-lg relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500 flex"> <div> <span class="rounded-lg inline-flex p-3 bg-orange-100 text-orange-600 ring-4 ring-white"> <svg xmlns="http://www.w3.org/2000/svg" class="h-16 w-16" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5H7a2 2 0 00-2 2v12a2 2 0 002 2h10a2 2 0 002-2V7a2 2 0 00-2-2h-2M9 5a2 2 0 002 2h2a2 2 0 002-2M9 5a2 2 0 012-2h2a2 2 0 012 2m-3 7h3m-3 4h3m-6-4h.01M9 16h.01" /> </svg> </span> </div> <div class="mt-4 ml-6"> <h3 class="text-xl font-medium"> <a href="/help/panels-quickstart" class="focus:outline-none">  <span class="absolute inset-0" aria-hidden="true"></span> Set up your research panel </a> </h3> <p class="mt-2 text-lg text-gray-500">A short guide on how to set up your research panel with Consent Kit.</p> </div> <span class="pointer-events-none absolute top-6 right-6 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 24 24"> <path d="M20 4h1a1 1 0 00-1-1v1zm-1 12a1 1 0 102 0h-2zM8 3a1 1 0 000 2V3zM3.293 19.293a1 1 0 101.414 1.414l-1.414-1.414zM19 4v12h2V4h-2zm1-1H8v2h12V3zm-.707.293l-16 16 1.414 1.414 16-16-1.414-1.414z" /> </svg> </span> </div> </div> <div class="max-w-prose prose prose-lg prose-indigo my-12"> <h2>What do you need help with?</h2> </div> <div class="grid-cols-2 gap-px mb-6 hidden lg:grid"> <div> <h3 class="font-semibold text-2xl ml-6">New users</h3> </div> <div> <h3 class="font-semibold text-2xl ml-6">Power users</h3> </div> </div> <div class="rounded-lg overflow-hidden bg-gray-200 shadow divide-y divide-gray-200 border border-gray-200 sm:divide-y-0 sm:grid sm:grid-cols-2 sm:gap-px"> <div class="rounded-tl-lg rounded-tr-lg sm:rounded-tr-none relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500"> <div> <span class="rounded-lg inline-flex p-3 bg-teal-50 text-teal-700 ring-4 ring-white"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor" aria-hidden="true"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4M7.835 4.697a3.42 3.42 0 001.946-.806 3.42 3.42 0 014.438 0 3.42 3.42 0 001.946.806 3.42 3.42 0 013.138 3.138 3.42 3.42 0 00.806 1.946 3.42 3.42 0 010 4.438 3.42 3.42 0 00-.806 1.946 3.42 3.42 0 01-3.138 3.138 3.42 3.42 0 00-1.946.806 3.42 3.42 0 01-4.438 0 3.42 3.42 0 00-1.946-.806 3.42 3.42 0 01-3.138-3.138 3.42 3.42 0 00-.806-1.946 3.42 3.42 0 010-4.438 3.42 3.42 0 00.806-1.946 3.42 3.42 0 013.138-3.138z" /> </svg> </span> </div> <div class="mt-8"> <h3 class="text-xl font-medium"> <a href="/help/ask-remotely" class="focus:outline-none">  <span class="absolute inset-0" aria-hidden="true"></span> Asking for consent </a> </h3> <p class="mt-2 text-lg text-gray-500">Learn how to setup a project and ask for remote and in-person consent</p> </div> <span class="pointer-events-none absolute top-6 right-6 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 24 24"> <path d="M20 4h1a1 1 0 00-1-1v1zm-1 12a1 1 0 102 0h-2zM8 3a1 1 0 000 2V3zM3.293 19.293a1 1 0 101.414 1.414l-1.414-1.414zM19 4v12h2V4h-2zm1-1H8v2h12V3zm-.707.293l-16 16 1.414 1.414 16-16-1.414-1.414z" /> </svg> </span> </div> <div class="sm:rounded-tr-lg relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500"> <div> <span class="rounded-lg inline-flex p-3 bg-purple-50 text-purple-700 ring-4 ring-white"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 5a1 1 0 011-1h14a1 1 0 011 1v2a1 1 0 01-1 1H5a1 1 0 01-1-1V5zM4 13a1 1 0 011-1h6a1 1 0 011 1v6a1 1 0 01-1 1H5a1 1 0 01-1-1v-6zM16 13a1 1 0 011-1h2a1 1 0 011 1v6a1 1 0 01-1 1h-2a1 1 0 01-1-1v-6z" /> </svg> </span> </div> <div class="mt-8"> <h3 class="text-lg font-medium"> <a href="/help/how-org-templates-work" class="focus:outline-none">  <span class="absolute inset-0" aria-hidden="true"></span> Templates </a> </h3> <p class="mt-2 text-lg text-gray-500">Set up organisation-wide consent and email templates to follow best practice and save time</p> </div> <span class="pointer-events-none absolute top-6 right-6 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 24 24"> <path d="M20 4h1a1 1 0 00-1-1v1zm-1 12a1 1 0 102 0h-2zM8 3a1 1 0 000 2V3zM3.293 19.293a1 1 0 101.414 1.414l-1.414-1.414zM19 4v12h2V4h-2zm1-1H8v2h12V3zm-.707.293l-16 16 1.414 1.414 16-16-1.414-1.414z" /> </svg> </span> </div> <div class="relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500"> <div> <span class="rounded-lg inline-flex p-3 bg-light-blue-50 text-light-blue-700 ring-4 ring-white">  <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke="currentColor" aria-hidden="true"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 4.354a4 4 0 110 5.292M15 21H3v-1a6 6 0 0112 0v1zm0 0h6v-1a6 6 0 00-9-5.197M13 7a4 4 0 11-8 0 4 4 0 018 0z" /> </svg> </span> </div> <div class="mt-8"> <h3 class="text-xl font-medium"> <a href="/help/invite-your-team" class="focus:outline-none">  <span class="absolute inset-0" aria-hidden="true"></span> Manage team members </a> </h3> <p class="mt-2 text-lg text-gray-500">Invite your team, manage their permissions and collaborate</p> </div> <span class="pointer-events-none absolute top-6 right-6 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 24 24"> <path d="M20 4h1a1 1 0 00-1-1v1zm-1 12a1 1 0 102 0h-2zM8 3a1 1 0 000 2V3zM3.293 19.293a1 1 0 101.414 1.414l-1.414-1.414zM19 4v12h2V4h-2zm1-1H8v2h12V3zm-.707.293l-16 16 1.414 1.414 16-16-1.414-1.414z" /> </svg> </span> </div> <div class="relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500"> <div> <span class="rounded-lg inline-flex p-3 bg-yellow-50 text-yellow-700 ring-4 ring-white"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M8 7h12m0 0l-4-4m4 4l-4 4m0 6H4m0 0l4 4m-4-4l4-4" /> </svg> </span> </div> <div class="mt-8"> <h3 class="text-xl font-medium"> <a href="/help/zapier-integration" class="focus:outline-none">  <span class="absolute inset-0" aria-hidden="true"></span> Integrations </a> </h3> <p class="mt-2 text-lg text-gray-500">Learn how to automate your workflow. Connect to 3000+ other services</p> </div> <span class="pointer-events-none absolute top-6 right-6 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 24 24"> <path d="M20 4h1a1 1 0 00-1-1v1zm-1 12a1 1 0 102 0h-2zM8 3a1 1 0 000 2V3zM3.293 19.293a1 1 0 101.414 1.414l-1.414-1.414zM19 4v12h2V4h-2zm1-1H8v2h12V3zm-.707.293l-16 16 1.414 1.414 16-16-1.414-1.414z" /> </svg> </span> </div> <div class="sm:rounded-bl-lg relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500"> <div> <span class="rounded-lg inline-flex p-3 bg-rose-50 text-rose-700 ring-4 ring-white"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 11H5m14 0a2 2 0 012 2v6a2 2 0 01-2 2H5a2 2 0 01-2-2v-6a2 2 0 012-2m14 0V9a2 2 0 00-2-2M5 11V9a2 2 0 012-2m0 0V5a2 2 0 012-2h6a2 2 0 012 2v2M7 7h10" /> </svg> </span> </div> <div class="mt-8"> <h3 class="text-xl font-medium"> <a href="/help/create-a-project" class="focus:outline-none">  <span class="absolute inset-0" aria-hidden="true"></span> Manage projects </a> </h3> <p class="mt-2 text-lg text-gray-500">Manage and collaborate on projects a studies</p> </div> <span class="pointer-events-none absolute top-6 right-6 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg class="h-6 w-6" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 24 24"> <path d="M20 4h1a1 1 0 00-1-1v1zm-1 12a1 1 0 102 0h-2zM8 3a1 1 0 000 2V3zM3.293 19.293a1 1 0 101.414 1.414l-1.414-1.414zM19 4v12h2V4h-2zm1-1H8v2h12V3zm-.707.293l-16 16 1.414 1.414 16-16-1.414-1.414z" /> </svg> </span> </div> <div class="rounded-bl-lg rounded-br-lg sm:rounded-bl-none relative group bg-white p-6 focus-within:ring-2 focus-within:ring-inset focus-within:ring-indigo-500"> <div> <span class="rounded-lg inline-flex 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