1. Create a file variable that will hold the PDF of your completed survey anywhere in your project


2. In the online designer, select "survey settings" next to each consent instrument in your e-consent project

3. In survey settings, define which file upload field will save the consent file


4. Optional: Create a radio variable to trigger your alert.  You can also just trigger your alert on the eConsent form being complete. 


5. Create an alert that will send the eConsent to HIM



6. Build your conditional logic


7.  Schedule the alert. Note: Rather than sending immediately, it is advisable to send the alert after 3 minutes or so to give time for REDCap to generate the PDF, otherwise it may not get included in the Alert.


8. Create a message and identify the recipient(s)


9.  Attach the file variables





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