Signing Consent Form Before Interview The Interview

This article will outline all the steps the respondent goes through when entering an interview with consent forms assigned. We will walk you through the exact sequence of actions that respondents follow when they have to sign the consent form before landing in the waiting room of the live meeting room. 

Respondent Login Flow

After accessing the meeting link, respondents will be prompted to input their first name, email, and phone number (optional) and select "Continue" to agree to the Privacy Policy and Terms of Service.

Here's the Full Respondent Log in Flow

 

Signing The Consent Form

1. Prior to select their device settings, respondent will be directed to the Hello Sign integration of the platform to sign their consent forms.
2. The participant should read through the consent form documentation and then click 'Get Started' in the upper right-hand corner to sign.
3. A modal will appear giving the participant an option to create a signature for the document. They can draw, type out, or upload a signature and then click 'Insert' in the bottom right-hand corner to save.     
4. Once all the required signature fields in the document are signed, they must then click 'Continue' to move forward with submitting the document(s). Participants must complete all required fields, which could include initials, name insertion, date, etc.

5. The participant will then be prompted to agree to the acknowledgment that what they are submitting are legally binding documents, and will give them a moment to edit any signature or reread any part of the document they feel they may need to rereview. They will not be able to enter the session until all signatures have been completed and they agree to the HelloSign Terms of Service.