Help & Support

How do I use Document Signing to get my NDA or release form signed?

written by
Brittany Rutherford
Last updated:
June 10, 2021

Need to get an NDA or release form signed? Document Signing, an add-on feature to any paid subscription, helps remove the tedious chore of sending and collecting document signatures from participants before a session. With Document Signing, no more chasing down signatures!

Document Details

Document Type

The type of document you upload for participants is up to you! Some example documents include NDA's, release forms, and research consent forms.

File Type

Acceptable file type are .pdf, .doc, and.docx.

Signature Location

Participants will submit a digital signature via Hellosign which will generate in a new page that gets attached to your document. The participant will not sign within your document in signature fields, nor will they be able to fill out any fields in the document itself. The participant will sign on a signature page which includes their name, email address, the date, and their signature. This signature is still binding!

For simplicity, feel free to leave a signature line off of your document since the signature will be on a new page.

How do I add Document Signing to my plan?

Document Signing is available as an add on to any paid plan. Once added to your plan, you can utilize the feature on your Recruit AND Hub projects! If you add Document Signing to your paid Recruit subscription, you can use the feature on Free Forever plans. If you add Document Signing to your paid Hub subscription, you can use the feature on your PAYG plan.

If on PAYG of Free Forever

If you're on Pay As You Go or Free Forever, you will need to upgrade to a paid subscription plan in order to add Document Signing. You can upgrade to a paid plan with Document Signing in the builder when setting up your next project, or by going to the "My Team" section of your account and upgrading in the "Plans" section.

If on Essential Plan

For those on a Recruit Essential or Hub Essential plan, you can upgrade you plan to include Document Signing in the builder when setting up your next project, or going to the "My Team" section of your account and upgrading in the "Plans" section.

If on a Custom or Enterprise plan

For teams on Custom or Enterprise plans, upgrade your plan to include Document Signing by emailing brendan@userinterviews.com. He'll discuss pricing with you and get you set up! You will not be able to self upgrade in the builder or "Plans" section of your account.

How do I add a document to a project?

Builder

1. In the builder, navigate to the "Session details" section.

2. Under "Additional session options", you'll see "Request document signature". Select "Upload", and add your document. If you do not have the Document Signing add-on, you will not see the "Upload" button.

3. Launch your project. The document will be listed in the "Session details" section of your launched project.

That's it! Participants will sign the document in their signup flow, and a signed copy of the document will be emailed to you.

To a launched project

If you need to add or replace the document on your project, please contact your project coordinator by emailing projects@userinterviews.com. They can make those updates for you.

Adding a document: If a project did not have a document before, the new document can be manually triggered to send confirmed participants by clicking the three dots next to each confirmed participant on the "Confirmed sessions" or "Participants" tab. The document will automatically be sent to participants who confirm after the document was added. Once the document has been signed, you'll receive an emailed copy, and will see "Download copy of signed document" when you click the three dots.

Replacing a document: If you need to update the document added to the project, we'll need to replace the current document. Please note that the new document will not be sent to currently confirmed participants. If you replace a document, you will need to send the new document to confirmed participants via the messages tool or by email.

What is the experience for the participant?

Please note if you are testing this experience as a participant while signed in as a researcher, you will not be able to complete the flow. To test, please sign out of your researcher account.

1. When you approve a participant, we include your document in their scheduling email. They'll click "Pick a time slot".

2.The participant chooses a time slot.

3. When a participant selects "Continue", your document will load.

4. The participant will see your document, followed by the Signature Page. They'll select "Click to sign" to sign the document.

5. They'll then be prompted to add and insert a signature. They can draw or type their signature. This signature is legally binding.

5. The signature will be added to the document, and the participant will be prompted to continue.

6. The participant will select "I agree" to proceed.

7. The document will then be submitted, and the participant will be shown this confirmation message that their session is confirmed.

If you manually book a participant, the participant will be sent a separate email prompting them to sign the document. Please note that we cannot guarantee participants manually booked will sign the document.

How will I receive the signed document? 

By email when the participant confirms their session

The project owner will receive an email that a participant has been confirmed, including the document with the signed signature page. This PDF includes the document history with timestamps.

Download the signed document in-app

If you can't find the emailed copy of the signed document, you can download a copy of the signed document by clicking the three dots next to each confirmed participant on the "Confirmed sessions" or "Participants" tab. The document will download as a PDF.

Document Signing FAQ

Is there a limit to how many signatures I can collect?

No! Within your subscription, there's no limit to how many document signatures you collect.

Can I add more than one document to a project?

At this time, you can only add one document to a project. If you need to get more than one document signed, we recommend combining the documents into one file.

I have agreed to a date and time with a participant. Will they sign the document once I manually book them?

The participant will receive an email encouraging them to sign your document. We cannot guarantee participants that are manually booked will sign the document.

I need the participant's parents or guardian to sign a consent form. How do I do that?

The participant will need to have their parent or guardian sign the document before confirming their time slot.

Do I or the participant need a Hellosign account?

No! User Interviews has integrated with Hellosign, so no need to make an account or pay for a plan. That's on us!

Do you provide document storage for my signed document?

The signed document will be attached to the confirmation email, and is not stored on our site. We are not able to retrieve signed documents should you delete the email, so make sure to download that email for your records before deleting this email.

If a participant cancels, what do I do with their signed document?

You can destroy the document.

Do you have NDA templates?

We do not, although if you'd find that helpful, please email us at marketing@userinterviews.com.

If I duplicate a project, will the document carry over to the new project?

Yes! When you duplicate a project, and documents added to the original project will be included in the new project. You can remove or edit the document when building your project.

I need participants to check a checkbox, fill out an additional field, or otherwise do something in the document in addition to signing the document. Can I do this?

At this time, Document Signing only supports getting the document signed. The participant's signature will generate on a new page which includes the timestamp of the signature (added by HelloSign) and their first and last name (imported from UI). The participant will not be able to answer any questions within your document, check checkboxes, or fill out any fields. They can simply sign the document. If participants completing fields inline is necessary for you, please let us know by emailing wen@userinterviews.com.

Was this page helpful?
YesNo

Related topics

New to User Interviews? Get started for free.

New to User Interviews?

Start getting paid for your feedback!