How would I gather digital consent using the Sequences feature?
The Sequences feature allows you to share and gather information from personnel that you're onboarding to your organization.
In order to gather digital consent using the Sequences feature, you must start with creating a Form on Vome:
- On the left-hand nav bar, click on Forms
- On the top-left of the Forms view, click on + New Form
- Add the details of your form (i.e. Title: Digital Consent, Description: Please sign your name...etc.)
- In the 2nd step of building the form when customizing the content, scroll down until you see Digital Consent and click Add.
- Add one or more digital consent items to your form and click Next
- In the 3rd step of building the form, make sure the visibility is set to Private
Once the form is published, copy the form's shareable link:
- On the left-hand nav bar, click on Forms
- Find the form you just published, and click on the 3 dots option menu all the way to the right
- Click Share
- Click Copy Link
Now that the form is published and you have the shareable link, go to the Sequences view to create a new sequence (or edit an existing one):
- On the left-hand nav bar, click on Sequences
- On the top-left of the view, click on + New sequence
- Add the details of your Sequence (i.e. Title: Volunteer Onboarding, Description: Please complete all of the steps...etc.)
- In the 2nd step of building the form when customizing the steps of your sequence, click on Add a step
- Add a step within the Custom category
- When creating the custom step, add a title (i.e. Digital Consent)
- In the description field, paste the link to your Form from instructions above with some text to give further context. (i.e. Please click on the link in this description to get redirected to a form on Vome where you'll be asked to include your e-signature on consent items. Once you submit the form, you are done with this onboarding step!
The key here is to include the link to your Vome form to request digital consent in the description of your Sequence step. From an admin perspective, you will receive a form response in your Forms area when digital consent is submitted, and so you must manually update the status of the Sequence step for the person who just submitted the form from the Sequences area.
In other words, the form response with digital consent and the sequence step are not linked.
You can also hyperlink the URL with text. For example, you could write "please click here to access the form" and the word here be hyperlinked to your Vome form URL.
Related Articles
How do I create a Sequence step for people to fill out a form (i.e., answer questions, attach files, provide digital consent, etc.)
When adding a step to a sequence, there's a way to redirect people to a Vome form if you're looking for them to share specific information with you. In the Custom step category, you could create a new entry. You can title the step according your ...How do I use Sequences on Vome?
Sequences are used to manage a step by step process. Although it can be used for project management or managing tasks, it is often used for onboarding new applicants. You can completely customize the steps of a sequence, assign profiles and easily ...What's the difference between Sequences and Screening Checklists on Vome?
Both of these features allow organizations to manage the screening and onboarding process for volunteers. You can choose the process that works best for you! Sequences: step by step process that is used independently of which opportunities they are ...What is self-tracking in the Sequences module?
When on, the Self-Tracking setting will apply to all steps in the sequence by default. Users can update their status for each step and move themselves to the next step. You can also choose to customize this setting for each step. If you disable ...How should I organize onboarding on Vome?
There are many ways to easily keep track of onboarding new applicants using Vome! It is recommended to read through the summaries below to identify if you would like to track onboarding using sequences or opportunity-level screening checklists. 1. ...