How to create a consent form using Google Forms?

Boobesh Ramalingam
Boobesh Ramalingam
Co-founder of Guesswork.co.
"I take signatures on consent from client on paper"- Quora

This is a common question from people who still take consent on paper. For example, you see clients for treatment and each one has to sign your consent form before their first session, but paper gets lost or comes back unsigned. Google Forms does not have a signature question and a checkbox is not a signature on a consent form. Retyping your wording into a form also risks changing what you had approved. With the Formesign - Signature for Google Docs addon, each client signs your exact wording online. Even better, you can sync the signed copy to your google drive folder.

Let's start. Open the google docs with your consent form and follow the steps under Show consent page below. If your consent form is a PDF, upload it here and pick up from reviewing the fields.

What are consent forms used for?

Consent forms are widely used in healthcare, education, research, sports, business, events and various other industries to obtain authorization from individuals to collect contact details, provide information about the service or activity and outline associated risks and terms. Common use cases include acknowledgment forms, travel consent, liability waivers and media release forms.

Create a google form

You can use the + Add Question option to add fields to your form and collect the necessary details from your users. You can choose the Short Answer and Paragraph question types to collect open-ended text input and the Multiple Choice and Dropdown question types to provide a pre-defined list of answer choices.
A short answer question in Google Forms titled Client Name, with the Add question icon and the question type list marked
You can use the TT Title and Description option in Google Forms to add details about the service or activity and to outline associated risks and terms. This feature allows you to format text with bold, italics, underline and lists for better readability.
A title and description card in Google Forms with the treatment's risks and terms, some of them in bold, with the Tт icon and the card marked
You can add a Checkboxes question with a clear title and "I consent" as the answer choice. Mark this question as required to ensure users cannot submit the form without providing their consent.

Limitations with using google forms:

  1. Google Forms does not have versioning or audit logs, making it difficult to ensure a comprehensive record of changes and submissions. As a result, consent details and information cannot be preserved in the way some industries or legal requirements may demand.
  2. Google Forms offers basic customization options, but you may not be able to create highly tailored workflows or dynamic content based on user responses, limiting its flexibility for more complex use cases.
  3. While Google Forms is widely used and can be legally binding if the checkboxes are set up properly, the legal validity depends on the jurisdiction.

Show consent page using Formesign - Signature for Google Docs addon

You can use the Formesign - Signature for Google Docs addon to display a consent screen before the user submits the form and automatically record the user's consent by generating a PDF document with form responses and consent.
The first time, install the Formesign - Signature for Google Docs addon. You can use the Google Docs formatting options to customize the template before you click Request signature. Open the google docs with your consent form > click Extensions > click Formesign - Signature for Google Docs > click Request signature > click Proceed > your document will open on formesign.com in a new tab to generate a consent page using the selected document. Formesign creates a new form from your document, so the google form above is not used.
The Request signature panel in Google Docs saying we will convert your Google Doc into a signable PDF with placeholder fields, with the Proceed button marked
Review the fields on your document and click Proceed > How do you want the signature? will be displayed > select "Create a reusable link for recurring forms" and click Continue > your form will open in a new tab to try it and its thank-you page leads to the link to share with your users > View your signed document anytime will be displayed > click View signed documents.
How do you want the signature, with Create a reusable link for recurring forms chosen and marked and the Continue button marked
Edit Template: Click PDF Template > Form fields side panel will be displayed > you can click on + Add, then click where the answer goes or drag to draw its box, to add a missing field in the document. The added fields will be shown on the document. Each signer starts on Google Sign-in. If your clients have no Google account, click Form, click the signature field and click Not required beside Verify identity.
The PDF Template tab with the Treatment consent form and its boxes, the Form fields list and the PDF Template tab and Add button marked
When the user fills the form and clicks on the Next button, Formesign automatically generates a consent screen based on your document and displays it. Users will have to click on Proceed and then the Submit document button to submit their response.
The Treatment consent form filled in by Amy Clarke with her signature, under the steps Read, Fill, Review and Submit, with the Submit document button marked
You can view the submitted responses and the signed PDF document in the Formesign Responses and the Formesign Signed PDF page. You can also set up your form to sync the PDF documents to your google drive folder and send them as an attachment via email.
The details of response 12 on the Treatment consent form with Amy Clarke's answers and her signature

Summary

If each client has to sign consent before their first session, paper gets lost and a checkbox in a Google Form is not a signature. With Formesign, you turn your consent form in google docs into a consent page, each client signs your exact wording online and you can sync the signed copy to your google drive folder. Open the google docs with your consent form or upload it as a PDF and complete the steps above. If you have any questions, write to support.

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