Users can view the collected Consent Form and delete it from the card.
View the collected Consent Form
To View the collected Consent Form:
- Open the Client's card and click on the Consent Form field.
2. Click on the form dialog.
3. The system opens the form preview.
Delete the Consent Form
To delete the Consent Form:
- Open the Client's card and click the Edit button.
2. Go to the Contact Info section and click on the Consent Form field.
3. Click the icon to delete the form.
4. Add the deletion reason and click the Revoke Consent button.
5. Click the Save button to save changes.