How to Sign a Document Using the Participant App

Objective

  • Learn how to sign documents that have been sent to you by a member of your Site Team

Who Can Use This Feature

  • Participants

Environment

  • Participant App > Profile

Procedure

Colored_Numbers_1.png Sign into your study app

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Colored_Numbers_2.png Enter your passcode twice

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Colored_Numbers_3.png Tap Profile

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Colored_Numbers_4.png Scroll down to Documents and tap Sign documents

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Colored_Numbers_5.png Tap Sign next to the document that needs signed

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Review the document and tap Next when ready

 

  Tip

Pinch the screen to zoom in or out.

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Colored_Numbers_7.png Enter your passcode

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Colored_Numbers_8.png Enter your name (additional roles may be requested in addition to or in place of the participant, depending on the configuration of the document) and tap Next

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Colored_Numbers_9.png Provide your initials and/or signature using your finger (additional roles may be requested in addition to or in place of the participant, depending on the configuration of the document) and tap Next

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Colored_Numbers_10.png Provide the necessary responses (signature, initials, checkbox, and/or text box)

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Colored_Numbers_11.png Tap Complete once you have provided all responses

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Colored_Numbers_12.png Tap Done

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Additional Notes

  • The type of responses needed will vary per document
  • Once a document has been signed, it will be available for review at any time within the Documents list of the Profile section of the Participant App
  • Documents that do not need to be signed will say View
  • Documents that have already been signed will say Signed
  • Documents that need to be signed will say Sign