Salesforce Docs Portal

Upload Care Program Consent Documents

Upload and organize the consent documents that are associated with a care program. Each document that is stored in the document library resides in a folder. The folder’s attributes determine the accessibility of the folder and the documents within it.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
Note
Note

Files larger than 25 MB, unknown file types, password-protected files, and copy-protected PDFs can’t be previewed. Some Microsoft Office 2007 features don’t display correctly in previews. If a file can be previewed, but a preview doesn’t exist, contact your Salesforce admin who can try to regenerate the preview.

  1. From the App Launcher, go to Files.
  2. Select Libraries and click New Library to create a library for consent documents.
  3. Add a name and a description for the library.
  4. Click Add Files and select the consent form you want to add to the library.
    You can upload from your desktop or select a form that’s already been uploaded to the Files tab.