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Update a consent form and re-consent participants

Open the approved consent form and click New version. Edit the draft (or upload the new PDF), then the Study Owner approves it with a signature. Schedule the re-consent in Settings > General > Designated Forms by adding a Re-consent row with its visit.

ForStudy owners & adminsUpdated

Create and approve the new version

  1. Open the approved consent form and click New version.

  2. Choose a minor or major version and click Create draft.

  3. Edit the sections, or for an uploaded PDF upload the revised document.

  4. The Study Owner clicks Approve, chooses what happens to existing participants and signs (approval and versions).

Schedule re-consent

  1. Open Settings > General > Designated Forms > Informed Consent (ICF).

  2. Click Add consent, choose Re-consent, the visit and the form.

  3. Click Save Designated Forms.

    A study has exactly one Main consent, plus any pre-screening and re-consent rows.

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