How to Create a Digital Consent
1. Start a new consent
- Go to “All Digital Consents” or “Created by Me”.
- Click “Create Consent”.
2. Add basic details
- Enter a title (this becomes the Digital Consent’s Project Name).
- Add an optional description for internal reference.
- Select an owner.
- (Optional) Add reference text if your organization uses internal identifiers.
3. Select a template
- Choose the consent template you prepared earlier.
4. Enter the consent purpose
- Add the Consent Purpose (see the separate guidance on how purpose and internal purpose work).
- If the purpose field is required in your template, you must complete it before proceeding.
5. Set the validity period
- Define how long the consent remains valid.
- Skyfish will automatically calculate the Contract Expiry Date based on this setting.
6. Choose signer requirements
Decide which information signers must provide when signing:
- Name (required)
- Email (required)
- Phone number (optional)
- Selfie (optional)
Enable or disable these fields based on your organization’s needs.
7. Save the consent
- Click “Save” to create the Digital Consent.
8. Share the consent with signers
- Share the automatically generated URL or QR code with:
- the signer directly, or
- the photographer (if they are responsible for collecting signatures on-site).