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Additional consent feature

Learn how to include additional consent and upload documents when completing an express referral.

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Written by Connor Baeza
Updated over 3 months ago

You can find the additional consent function in the express referral section.

  1. Click Client Tools.

  2. Click Express Referral.

When you complete the express referral, the option appears at the bottom on the form. The text for both the description and the checkbox can be updated to your own bespoke text.
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To upload a document:

  1. Click Choose File.

  2. Navigate to your file on your computer.

  3. Click the Open button.

πŸ€“Tip: Multiple files can be uploaded if needed.

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