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Participant agreements are PDFs that participants sign before the interview. Use them for NDAs or consent forms.

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Add an agreement

  1. Open the study editor. Click + Add agreement above the study questions.
  2. Type a title for the agreement.
  3. Click Upload PDF for each study language.
  4. To check the agreement, hover over it and click Preview.
To remove an agreement, open its actions menu and click Delete agreement.
  • You can add up to 5 agreements to a study.
  • Each PDF can be up to 2 MB and 50 pages.
  • Each PDF must be readable and not password-protected.
You cannot publish the study until every agreement has a PDF in every study language.

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What participants do

Participants sign each agreement in turn. The interview starts after the last signature. Participants do not need to scroll to the end of the PDF. Participants from a recruitment panel:
  1. Read the PDF.
  2. In the Type “I agree” field, type I agree.
  3. Click Agree and continue.
Participants who join through your Participant Link:
  1. Read the PDF.
  2. Type their name in the Full name field.
  3. Select the checkbox next to I agree to the terms in this document.
  4. Click Sign and continue.

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If a participant does not sign

The signing screen has no decline button. A participant who does not sign cannot start the interview.

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Signed copies

After signing, participants can download their copies. The end screen shows Download signed agreement above a button for each agreement. The screened-out screen shows the same buttons. Each copy is the original PDF with one added page. That page shows the signature and the decision and response IDs. To download copies as a researcher:
  1. Open the Responses tab.
  2. Find the Agreements column.
  3. Click a signed agreement title. The copy opens in a new window.
Only people with Full access to the study can download copies. Admins, Supervisors, and Researchers have Full access to studies in their workspace. Collaborators and Viewers cannot download copies. People who cannot download see a tooltip with Only study admins can download signed copies.

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After launch

  • Only people who can edit the study can change agreements after launch.
  • Changes reach participants only after you publish the study.
  • Participants who already started keep the agreements from the study version they started with.
  • Replacing a PDF creates a new version. Signed copies keep the PDF that the participant signed.