TatTool
Digital Consent Forms

Flows & Automation

Automatically send consent links, reminders, and internal notifications using Flows.

Flows can automate consent form communication (send links, reminders, notifications).

Consent forms can trigger flows on these events:

  • Created – when you create the consent form from the Consent tab
  • Updated – when the consent form changes status (for example when the client submits, when auto-verify approves on signing, or when staff approves/rejects)
  • Canceled – when the consent form instance is deleted (only possible while Pending/Awaiting approval)

Recommended automation

Create a consent form flow triggered on Created that sends {{consent_form_link}} by email/SMS.

Manual vs Automatic Flows

There are two ways flows can run for consent forms:

  • Automatic flows: configured to run for all consent forms (run-always)
  • Manual flows: selected when you send the consent form in the Consent tab (useful for one-off messages)

Template Variables (For Messages)

When building email/SMS messages, you can use:

  • {{consent_form_link}} – link to the client signing page
  • {{consent_form_status}} – status (pending/awaiting_approval/approved/rejected)
  • {{form_title}} – template title

Roles & Access

Who can create templates, send consent forms, and approve/reject them.

Storage, Privacy & Compliance

How signed consent PDFs are stored, encrypted, counted for storage, and safely exported.