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            Manage Authorization Form Text Versions

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            Manage Authorization Form Text Versions

            Manage different versions of consent and disclosure authorization form text based on locale and time period.

            Intelligent Document Automation lets you present appropriate consent and disclosure information to customers based on their language and location.

            First, create an Authorization Form record that specifies details like the form’s effective dates, whether a user signature is required, and the associated regulation the form supports.

            Each form specifies a default Authorization Form Text record, which stores or links to the text to be shown to the customer when asking for their consent. Add additional Authorization Form Text records for each locale and language you want to support.

            An Authorization Form Text record can include the full text to be used, or it can link to a URL where the text is located. Only one Authorization Form Text record can be active for a locale at one time.

            To create an authorization form and its authorization form text records:

            1. Create an Authorization Form.
              1. From the Apps menu, enter auth in the search field, then select Authorization Form.
              2. On the Authorization Forms list page, click New.
                The New Authorization Form page
              3. On the New Authorization Form page, enter a descriptive Name.
              4. (Optional) If this form might change in the future you can enter a Revision Number to help track revisions.
              5. (Optional) Specify the effective dates.
              6. Before this form can be used to fulfill authorization requests, an Authorization Form Text record must be specified in the Default Auth Form Text field. Skip this field for now if there are no text records available yet.
              7. (Optional) Indicate whether a person’s signature is required when they give consent.
              8. (Optional) Indicate the name of the Associated Regulation or policy that pertains to this authorization form.
              9. (Optional) In the Consent Duration Day Count field, specify how many days a person’s consent remains valid.
              10. Save your work.
            2. Create an Authorization Form Text record.
              1. From the Apps menu, enter auth in the search field, then select Authorization Form Texts.
              2. On the Authorization Form Texts list page, click New.
                The New Authorization Form Text page
              3. On the New Authorization Form Text page, enter a descriptive Name. It’s helpful to include the language and the time period in the name.
              4. From the Authorization Form dropdown, select the Authorization Form for this text.
              5. There are three options for specifying the text to be presented with the form. If the text is relatively short you can include it in its entirety in the Summary Auth Form Text field. If the text is available on a web page, you can provide a link to it in the Full Authorization Form Url field. If the text is available in an uploaded document file, such as a PDF file, you can specify the file using the Content Document dropdown.
              6. (Optional) Specify the effective dates.
              7. Before this form can be used to fulfill authorization requests, an Authorization Form Text record must be specified in the Default Auth Form Text field. Skip this field for now if there are no text records available yet.
              8. (Optional) If you’re ready to use this text record with an authorization form, click Is Active. Only one authorization form text record per locale can be active at a time for a specific authorization form.
              9. Skip the Is Read Only checkbox and the Last Activation Date Time fields. They update automatically when this record is activated.
              10. Save your work.
            3. Set the authorization form’s default text to be the new authorization form text record.
              1. From the Apps menu, enter auth in the search field, then select Authorization Form.
              2. In the Authorization Forms list page, click the name of the form you created in Step 1.
              3. On the Authorization Form detail page, click Edit.
                The New Authorization Form Text page
              4. From the Default Auth Form Text field, select the authorization form text record you created in Step 2.
              5. Save your work. This authorization form is now ready to use for generating authorization requests.
             
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