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Configuration

Configure the Pre-Screening and eConsent app — screening code generation, personal data collection, and electronic consent forms.

Last updated: 04/14/2026

The Pre-Screening and eConsent app is configured from Home → select your study → Pre-Screening and eConsent.

Configuration URL: https://[instance]/home/study/[studyId]/apps/screening

note

Configuration requires the study to be in Design status. Settings are read-only for Available or Frozen studies.

The configuration page has two tabs, each with its own documentation page:

  • Screening Settings — Screening code format, reject options, personal data collection, attachments, and CRF data collection
  • e-Consent Settings — Enable eConsent, consent options, consent form builder, and auto invite