The Builder Workspace

How do clinicians navigate the Builder Workspace to construct compliant forms?

Once you complete the initial Intake Wizard, you enter the core of the platform: the Builder Workspace. This workspace is a highly secure, clinical-grade editing environment designed to help coordinators and principal investigators compile, review, and structure consent forms. The workspace enforces regulatory compliance in real time while optimizing the layout for maximum patient clarity.

What is the Launchpad and how does it kickstart form creation?

When you first open a newly initialized document in the builder, the workspace presents the Launchpad. This portal provides four entry points tailored to your current workflow, allowing you to load structure and text into the editor canvas instantly:

Copy & Paste: Designed for a clean-slate start. You can copy raw text from your legacy paper documents or clinical files and paste it directly into the editor. The builder automatically parses the text into distinct clinical sections and paragraphs, ready for interactive enhancements.
From Blueprint: Automatically loads a structurally compliant skeletal structure tailored specifically to the Type of Consent you selected during the Intake Wizard. For example, selecting Informed Consent automatically populates the canvas with pre-configured sections for procedural risks, alternative treatments, clinical disclosures, and appropriate signature placeholders.
From Template: Opens our clinical template library, allowing you to browse and load pre-built, peer-reviewed consent documents (such as Colonoscopy Consent, Anesthesia Disclosures, or Blood Transfusion Consent), saving hours of formatting time.
Digitize Existing: Helps you transition legacy paper forms by letting you upload a PDF or photo of an existing printed document, converting it into a live digital workflow.

Note: While using the Builder Workspace, you can seamlessly navigate related sub-systems. You can audit compliance metrics via the Clinical Audit tab, manage media conversions using the Digitize system, select pre-built options in the Templates panel, configure signing timelines in Preflight Settings, or gather review feedback from peers using the Get Feedback feature.

How is the Tri-Pane Workspace layout organized?

To give clinical coordinators complete control without cluttering their focus, the workspace uses a fluid Tri-Pane Layout that dynamically adapts based on the active editing task:

Located in the Left Pane, this sidebar lists all your recent forms and draft statuses. It allows clinical coordinators to switch between active drafts or create a new form instantly. To prevent visual clutter, this pane collapses automatically when you edit complex elements (such as tables or FAQ grids), giving the editor maximum screen space.

How does the central canvas render your forensic document?

The Center Pane displays the document editor canvas. It is rendered with 3D depth and precise spacing to show you exactly how the final patient-facing document will look. In the top-right corner, it features a dynamic PHI Shield Badge:

PHI Shield Active: Scans the text in real-time for Protected Health Information (PHI) and alerts you to potential data leakage. Clicking the badge opens the privacy mapping slideover to inspect and redact sensitive clinical details.
Scan Clear: Confirms that no unencrypted patient identifiers are exposed on the template level.

How does the contextual editor sidebar adapt to complex elements?

Located in the Right Pane, the Contextual Editor Sidebar is the main control center. It contains four primary tabs: Digitize, Audit, Editor, and Templates. To make editing easy, this sidebar automatically widens (shifting from 400px to 700px) when configuring complex elements like tables, FAQ blocks, or checklists, providing an expanded, distraction-free editing workspace.

The top header of the Builder Workspace provides essential controls to monitor save status and perform quick canvas actions:

Undo & Redo Buttons: A built-in history manager tracks every change you make, allowing you to step backward or forward through edits instantly.
Clear Canvas (Eraser icon): Removes all sections from the canvas to start over (protected by a confirmation warning modal).
Delete Form (Trash icon): Permanently discards the current draft from your library.
Sync Status Monitor: A real-time cloud indicator that displays one of five sync states:
- Synced (Green cloud): Safely backed up to the secure cloud.
- Local (Yellow badge): Safely stored in the browser’s secure IndexedDB offline-first sync engine, waiting for connection.
- Syncing (Spinner): Currently saving updates to the server.
- Sync Failed (Red badge): Network offline; local-first backup is active.
- Conflict (Warning badge): Conflict detected and ready for resolution.
Save Draft: Triggers an immediate manual sync to the cloud.
Settings Cog: Opens the settings panel to tweak metadata or trigger the Intake Wizard step-by-step to reconfigure core properties.
Finalize Button: Performs a compliance and PHI audit scan, resolving any outstanding conflicts before unlocking the Preflight deployment settings.

How do prior Intake Wizard decisions govern the workspace canvas?

The choices you make during the 8-step Intake Wizard establish strict, non-bypassable boundaries on the canvas editor:

Specialty & Category Mapping: Selecting a specialty pre-configures default language options, region-specific biometric rules, and restricts the maximum number of allowable signature blocks based on compliance laws.
Minor Consent Enforcements: If the Minor Consent guardrail is active, the builder enforces mandatory Guardian signature blocks. If the minor is marked as Capable of Assent, the editor locks finalization until a Minor Assent signature block is placed.
Representation Constraints: Under LAR/Incapacitated mode, the canvas adapts. Full Representation disables the patient’s signature, making Legally Authorized Representative blocks mandatory.
Research Trial Mode Locking: Selecting Research Consent disables standard patient roster setups. Instead, signature blocks adapt to template-only placeholders that map directly to the pre-uploaded Enrollment Manifest, and the global PIN setting is locked out in favor of individual manifest secrets.

Where can you learn more about the interactive form elements?

To explore all the visual layout blocks, structured questionnaires, and compliance tools available on the canvas, please refer to the dedicated guide on Form Builder Elements, which covers everything from custom branding headers to genetic biospecimen templates.