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

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Last updated:
November 25, 2020

Good news—our Document Signing feature automates collecting signatures from participants! No more chasing down NDA signatures or needless back and forth. Add a document when building your study, and approved participants sign your document as part of their scheduling flow. You get a signed copy emailed to you, meaning all participants who are confirmed for your study have signed your document and are ready to be interviewed.

If NDA's are part of your workflow, we encourage you to check out our Document Signing support page and blog post to learn more. It's sure to save you a lot of time and hassle and help you check a research to-do off your list!

If you're not using our Document Signing feature, here are a few 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.

Remember—we can't ensure participants sign your NDA before their session unless you use Document Signing

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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