Working With Sections and Content Blocks

The table of contents on the side of the editor displays the sections and content blocks on your form. You can view, move, remove, and add content blocks on the table of contents.

Viewing Sections and Content Blocks

To navigate to a section or content block, select it on the table of contents.

Moving Sections and Content Blocks

To move a section or content block, drag-and-drop it on the table of contents. You also can position your pointer over the section or content block on the table of contents and select the applicable Move Up One or Move Down One icon. If you drag-and-drop a content block to a different section, the content block is added to the bottom of the section.

Removing Sections and Content Blocks

To delete a section or content block, position your pointer over the section or content block on the table of contents and select the Remove icon (.

If the section or block currently includes content, select Yes to confirm that you want to remove it.

Adding Sections

  1. Select the Add Section icon () next to Sections on the table of contents. The section is added to the bottom of the table of contents.
  2. If you want to specify a title for the section, enter it in the title box. Section block titles can be up to 100 characters long.

Restricting Section Editing Permissions

By default, eConsent documents created in the Clinical Operations Vault are locked for site edits. To enable sites to edit specific content in an eConsent document, select the Allow Site Edits toggle button for the element you want to grant edit permission on, such as a title, section header, content block, header, or footer.

To quickly prevent or allow sites to edit the entire eConsent, use the Lock/Unlock All buttons in the Settings tab on the right side of the eConsent Editor.

Adding Content Blocks

If you’re currently viewing the section to which you want to add a text content block, select Click to Add Content Block below the last content block.

If you want to add a content block to a different section or add a different type of block, complete the following steps:

  1. Select the section to which you want to add the content block.
  2. Select the Add Content Block icon next to Content Blocks on the table of contents.
  3. Select the type of content block that you want to add. See the Content Block Types section below for more information.
  4. If you want to specify a title for the content block, enter it in the title box. Content block titles can be up to 100 characters long.
  5. Select any additional settings as needed. See the Content Block Types and Content Block Settings sections below for more information.

Content Block Types

The following content block types are available:

Type Description
Text Block If you want to navigate to a section or content block, select it on the table of contents. See the Editing Text Content section for more information.
Signature Block

The signature content block allows you to add places for signatures and optional text content above them. You can add two signature blocks for the witness role, and one signature block for all other roles that might need to sign a consent form.

The site approver signs in SiteVault after all the included roles sign in MyVeeva for Patients. If necessary, you can make an eConsent form template to accommodate study countries that require wet-ink signatures by adding a Site signature block to the form.

See the Content Block Settings section for more information about the roles.

Question Block

The question content block allows you to insert a question and its response options. You can also add text content above the response options. If you want to specify who is able to answer the question, you can select a specific role for the question block.

See the Content Block Settings section for more information about how to add responses.

Content Block Settings

The following content block settings are available:

Setting Types Description
Role Question, Signature

Select the role for the signature block from the Role list. The following role options are available for question and signature blocks:

  • Participant
  • Site (Signature Block Only)
  • Witness
  • Translator
  • Guardian/Representative
  • Caregiver
  • Proxy

If a question applies to all reviewers, leave Default as the selected Role option in the question block. Selecting the Default Role option will assign the question to the recipient according to the highest rank as ordered below:

  • Proxy
  • Guardian/Caregiver
  • Participant
  • Witness
  • Translator

You can only add one signature block for all roles, with the exception of the witness role, which you can add up to two signature blocks for. However, you can also add as many role-based question blocks as you need to.

You can add a signature block for any role that is responsible for signing the consent form. If a role has a signature block in a consent form, an existing reviewer with that role receives the consent form if the site coordinator sends it for that role.

Wet Ink: To have a single eConsent form accommodate multiple study countries with differing signature regulations, you can add a Site signature block to the form. In study countries that require wet-ink signatures, site staff can print the blank eConsent form and have the participant and signatories sign their applicable signature blocks in wet ink. Site staff can then countersign the Site signature block in wet ink, scan the form, and upload it to SiteVault as an Informed Consent Form (signed) document type. For more information, see the Collect Consent Signatures in Wet Ink section on the Consenting Participants in Wet Ink page in SiteVault Help.

Show Title All

Deselect the Show Title checkbox if you want to hide a content block's title. The checkbox is selected by default when you add a content block.

If you hide the title or do not enter one at all, no heading for the block is displayed in MyVeeva for Patients or the .PDF files. Instead, the content block is added to the previous content block or section.

Show Text Content Question, Signature

Deselect the Show Text Content checkbox if you want to hide the block's text content. If you do so, the text content you entered is still saved but is not displayed in MyVeeva for Patients or the .PDF files.

You can reselect the checkbox to display the content. The checkbox is selected by default when you add a question or signature block.

Allow Site Edits Question

Deselect the **Allow Site Edits** toggle button if you do not want sites to have access to edit the content in the question block.

Note: You can also lock content at the document or section level.

Required Response Question Toggle Required Response to on if you want participants to be required to answer a question before they can sign and submit the eConsent form. Questions with more than one response option are required by default, and you cannot make questions with only one response required.
Responses Question

You can modify a question block's responses in the following ways:

  • Add Response: Select Add Option and enter your response option in the Your Option box. You can add up to 12 response options.
  • Move Responses: You can drag and drop response options to move them on the list or select the Move Up One or Move Down One icon.
  • Remove Responses: You can position your pointer over the response option and select the Remove icon to remove it.
Sponsor Connection Status Question, Signature

If you’re editing a consent form in SiteVault that was shared by a sponsor and is still connected to the sponsor, a green link icon is displayed next to question and signature blocks that were in the sponsor’s form.

See the Connecting a Form section for more information about connected documents.

Signature Name, Question Name, and Answer Name Question, Signature

The signature, question, and answer names are displayed in the response records for participants and used in Vault reporting. You can either enter a name of up to 128 characters or use the default. The system uses the first 40 characters of the body text as the default name if text is present. If a consent form is not connected to a sponsor and no text content is present or you remove the name, the system uses a default name such as "question_1".

For consent forms connected to the sponsor, question, answer, and signature names for connected blocks are filled in automatically with the names that the sponsor defined. You can enter your own name for these blocks, and it will not interfere with the ability to send responses to the connected site.

The names are displayed in Vault. You can use the names to aggregate response data across separate documents and studies when you create reports. We recommend that you use unique names in a data set for easy organization and reporting, and we recommend not changing the sponsor-defined names when they are present to facilitate communication with the sponsor.

See the following help topics for more information about viewing and reporting on signature and question responses:

Signature, Printed Name, and Date Labels Signature

You can edit the signature, printed name, and date labels on signature blocks to add custom labels or translations to them. For Site signature blocks, you can edit the site signature placeholder label. Each label has a maximum character limit of 50. By default, the signature, site signature placeholder, printed name, and date labels are in English.

Editing Text Content

The text formatting toolbar is displayed when you click into or select text in a text content box. The following functionality is available on the toolbar:

Action Icon Shortcut Description
Format eConsent Editor Format Multiple

You can format text in the following ways:

  • Normal text (CTRL+ALT+0)
  • Quote
  • Code
  • Subheadings 1, 2, and 3 (CTRL+ALT+1,2, or 3)

Occasionally, subheading styles may shift to nearby sections of text while you are copying, pasting, or deleting formatted text. If this happens, you can select the Format icon to reapply the correct style to any effected text.

Bold eConsent Editor Bold Format CTRL+B Select the Bold icon to bold your text.
Italic eConsent Editor Italics Format CTRL+I Select the Italic icon to italicize your text.
Underline eConsent Editor Underline Format CTRL+U Select the Underline icon to underline your text.
Strikethrough eConsent Editor Strikethrough Format Not available Select the Strikethrough icon to strike through your text.
Bullets eConsent Editor Unordered List Format CTRL+SHIFT+8 Select the Bullets icon to add an unordered, or bulleted, list.
Numbers eConsent Editor Ordered List Format CTRL+SHIFT+7 Select the Numbers icon to add an ordered, or numbered, list.
Table eConsent Editor Table Format Not available

Select the Table icon then Insert Table to add a table. If you want to add or remove rows or columns or add a heading row, select the Table icon then the applicable option.

You can also remove tables by selecting the Table icon then Delete Table.

Link eConsent Editor Link Format CTRL+K

Complete the following steps to add a link:

  1. Select the Link icon.
  2. Select Insert Link.
  3. Enter the web address in the URL box.
  4. Enter the link text in the Text box.
  5. Select Insert.
Note: When adding links to a document, use secure (https://) links instead of unsecure (http://) links. Participants may not be able to access unsecure links from the Android and iOS apps.
Media eConsent Editor Media Format Not available Select the Media icon to add an image or video. See the Working With Media section for more information.
Align eConsent Editor Align Format Not available Select the Align icon then an alignment option to change the alignment of your text.
Clear Formatting eConsent Editor Clear Format CTRL+SHIFT+M

Select the Clear Formatting icon to clear the formatting from the text. If you select text first, the selected text's formatting is removed. If you select the icon without text selected, all the text content formatting in the block is removed.

Note: If you are having issues with formatting, you can press CTRL+SHIFT+V to paste text without formatting. Then you can apply the formatting you want manually.
Split Content eConsent Editor Split Content Format Not available

Select the Split Content icon to split the text into a new text content block. This enables you to paste an entire document or a large portion of a document into the editor then select where you want to split it into a new content block, which can be quicker than copying and pasting each section from a source document.

The content is split after the cursor. If you want part of the text to be the title of the new text content block, select the text then the Split Content icon. The selected text is made the heading of the new content block, and the content after the selected text is the text content.

Working With Media

You can use images and videos to include helpful visuals on eConsent forms such as device diagrams, visit schedules, and instructions. Videos can be used to further explain study-specific or general medical topics to the participant, for example, the phases of a clinical trial, a summary of informed consent, or an overview of what an MRI entails.

Adding Images and Videos

Complete the following steps to add an image or video to the eConsent document:

  1. Select the Media icon (eConsent Editor Media Format) on the text editor’s toolbar.
  2. Either drag-and-drop an image or video in a supported format into the box, or select Browse and select a file. The maximum file size is 2 MB for .JPG, .PNG, and .GIF files and 500 MB for .MP4 files.
  3. If you are adding an image, enter a description in the Description box. This description is used as alternative text for screen readers and accessibility for users in MyVeeva for Patients. See Alternative Text on the WebAIM website for more information about writing high-quality alternative text.
  4. If you are adding an image and want to align it a specific way, select an option in the Alignment section.
  5. Select Add Media.

Editing Images

Complete the following steps to change, realign, or edit the description of an image:

  1. Select the image, then select Edit in the upper-right corner of the image.
  2. Make any updates as necessary.
  3. Select Update.

Removing Images and Videos

  • To remove an image, select it and press BACKSPACE (DELETE).
  • To remove a video, click to the right of it and press BACKSPACE (DELETE).