Documentation
Help Center
How to build a form, collect signatures, invite a team, and run billing. Search the sidebar or pick a guide below. Need a person? We reply within 24 hours.
Getting started
Create an account, open the dashboard, and make your first form.
Create an account and log in
Sign up, confirm your email, reset a password, and use two-step verification.
Create your first form
Describe it to Jarvis, start blank, upload a file, or pick a template — then publish.
Dashboard and folders
Find forms, organize them in folders, and jump to edit, settings, or insights.
Use a template
Browse hundreds of consent, waiver, and release templates and copy one into your account.
Build & publish
The builder, Jarvis, templates, sharing, kiosk, and payments.
Build a form with Jarvis
Try two demos before signup, or describe a form in your account. Upload a document or paste a URL.
Edit a form in the builder
Add questions, a signature, payments, and thank-you actions. Preview, then publish.
Publish, share, and brand a form
Copy the client link, print the QR, email or text a signer, and set a background.
Kiosk mode on an iPad
Bookmark the kiosk URL at the front desk so each client starts a fresh form.
Connect Stripe or Square
Paste keys from your processor onto a Payment field. Cards never touch ConsentForms.
After they sign
Submissions, PDFs, and Insights.
Outbound webhook on submission
POST JSON to your URL after each new signature, signed with HMAC SHA-256.
View and export submissions
Open a signed form, download the PDF, resend a copy, or export a CSV.
Read Insights
Traffic, completion rate, devices, countries, and time spent — for one form or all of them.
Team & billing
People, roles, workspaces, plans, and your login.
Invite your team
Owners and admins send invites, change roles, and remove people. Seats follow your plan.
Roles and permissions
Owner, Admin, Manager, Editor, and Viewer — who can bill, invite, edit, or only look.
Workspaces
Separate forms by location or brand. Switching workspaces changes which forms you see.
Plans, upgrades, and invoices
Compare Free through Agency, switch monthly or yearly, and manage the card on file.
Account, password, and two-step
Change your name, photo, password, phone, and two-factor settings.