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

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Last updated:
March 11, 2020

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 screener

This option is ideal if you need NDAs signed as part of the application process. Create a online document (we recommend DocuSignPandaDoc, or SignEasy) with a shareable link. Add a screener question to your survey. Your screener question could look like this:

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

This is ideal if you need the NDA completed before the session, but not as part of the application process. There are a few options here:

  1. Create an online document with a shareable link and send it to participants using our Messages tool in your project. This will keep your name and company anonymous.
  2. Send a link or hard copy of your NDA from your personal email to participants. Download the participant data to pull a list of all participant emails. Include instructions on how to sign and return the document.

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 go with this option, be sure to get consent from participants that they would be willing to sign an NDA as part of their participation (see next section).

Get consent!

If an NDA is required, we recommend that you let participants know in case this changes their interest in the study. Here's an example question you can add to your screener survey:

"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, and I agree to sign an NDA (Accept)
- No, I do not agree to sign an NDA (Reject)

Questions? Email

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