Help & Support

I need participants to sign a NDA. How can I do this?

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Last updated:
September 30, 2019

If you require participants to sign a Non-Disclosure Agreement (NDA), we can provide guidance. However, our system does not support creating, sending, or receiving attachments. Our internal team is unable to distribute or collect any documents pertaining to your project.

Below are recommendations we've found to be useful for researchers who would like to distribute and collect NDAs.

Our Recommendations:

Option #1: Include a link to your NDA in the confirmation email.

Create a shareable document that can be shared through a link. Include this link in your confirmation email as pre-work, and make it clear that all participants must sign and send it back before their session.

Not sure how to create an e-document? We recommend DocuSignPandaDoc, or SignEasy.

Option #2: Send and collect NDA documents before sessions begin.

Download a list of your confirmed participant's emails by clicking "Download Participant Data" on the participants tab of your dashboard. Email your NDAs and include instructions on when they need to be returned.

Option #3: Distribute and collect NDAs on-site.

If you can wait until the day of your study, ask participants to arrive 10-15 minutes early to their session. There are two ways to do this:

  • Extend your session time by 10 or 15 minutes before you start recruiting.
  • Add a note to your confirmation email stating that all participants must arrive 15 minutes before their scheduled start time. If you follow this step, a best practice would be to follow up through the Messages portal to make sure they saw this requirement.

If you need to collect NDAs as before approving candidates, check out or Advanced Screening option. This upgrade will give you the contact information of participants, allowing you to handle NDA distribution and collection before giving them the chance to book a session.

With all of these options...

Be sure to include a screener survey question to filter out anyone who may not be able to or refuses to sign an NDA. 

Here's an example of how you can format it:

"All participants selected for this study will be required to sign a Non-Disclosure Agreement (NDA) in order to participate. Based on this requirement, are you still interested in participating in the study, if selected?"

- Yes  (Accept)
- No  (Reject)

Questions? Email

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