10.1.7 Enable CDA

Clicking the Enable CDA button opens the Confidentiality Agreement Settings window, allowing the user to configure and activate the Confidentiality Disclosure Agreement (CDA) process for the selected form.

In the Confidentiality Agreement Settings window, users can:

  • Upload a CDA template file.
  • Control the CDA delivery, choosing whether to send it only to recipients who do not have a CDA on file.
  • Customize the Agreement Submission Page, etc. This topic is discussed in detail in the Confidentiality Disclosure Agreement (CDA).