Documents

Consent documents in Vault Synapse provide a centralized way to store, manage, and share all files related to system or user consents. These documents may include agreements, signed files, policy attachments, or supporting materials required for compliance and record-keeping. The Consent Item Details page gives you access to view, edit, deactivate, or share these documents, ensuring proper tracking and secure handling across the organization. 

How to view consent documents

Open the Consents module and click the title of the item you want to view. The Consent Details page will open. From the navigation header, select the Documents tab.

Filters allow you to sort and view documents by Tags, Year, or Month of Year. You can also refine results by document State (Active, Inactive, or both). 

How to edit consent documents

On the Consent Item Details page, click the … (More) icon at the end of the document’s row and choose Edit. A modal window will appear where you can update the document title, effective date, tags, and attached files. You can also download, delete, or upload new files. 

When finished, click Save to apply changes. 

How to deactivate consent documents

From the Consent Item Details page, click the … (More) icon at the end of the document’s row and select Deactivate. Confirm the action by clicking OK. Once deactivated, the document will no longer appear as active but can still be accessed if needed. 

How to share consent documents

On the Consent Item Details page, click the … (More) icon at the end of the document’s row and select Share. A modal window will open where you can set up sharing details. 

Fill in the following fields:

• Shared Spaces – Select an existing shared space or create a new one.
• Shared Space Name (required) – Enter the name of the shared space where the document will be stored for sharing.
• External Participant Email (required) – Provide the email address of the external participant who will access the document.
• Shared Space Item Name (required) – Define the name of the document you want to share.
• Expiration Date – Use the date picker to set an expiration date for access.

When complete, click Save to finalize sharing.