Table of Contents

Consent Forms

Gina Romero Updated by Gina Romero

Easily manage participant consent and compliance with your organization’s legal requirements.

Overview

Consent forms (or NDAs) in Great Question allow you to collect legally required participant agreements before they take part in any study. When enabled, participants must view and sign the form before they can book a time, complete a survey, or start a task.

Note: Only Admins can upload and manage consent forms.
  • Ensure participants are legally informed about your research and data usage.
  • Simplify compliance with company, regional, or project-specific privacy requirements.
  • Automatically store signed consent forms within participant profiles for easy reference.
  1. Navigate to your Account Settings.
  2. Click Legal in the left-side menu.
  3. Click Attach file.
  4. Upload your consent form (PDF only).
  5. Optional: Click Set as default to make this consent form the default for all studies.
  6. Optional: Add additional required fields participants must complete, such as:
    • Name
    • Email
    • Job title
    • Address
    The signature field is always required.
  7. Optional: Adjust Consent Transfer Settings (see next section).

Control whether participants need to re-sign the same consent form for every study.

Option

Description

Non-transferrable

Participants must sign the same consent form for every study where it’s applied.

For 90 days

Participants who signed a consent form within the past 90 days won’t need to sign again.

For 1 year

Participants who signed a consent form within the past 365 days won’t need to sign again.

Tip: For recurring research programs or continuous interviews, choosing For 1 year saves time while maintaining compliance.

What participants see

When joining a study with a consent form:

  1. Participants are shown your consent form before scheduling or beginning a task.
  2. They must complete all required fields and provide a digital signature.
  3. Once signed, they can proceed with booking or participation.

To access participant consent records:

  1. Go to the participant’s profile.
  2. Look for the Consent section.
  3. Click Download PDF to save or review the signed form.
FAQ

What happens if a participant already signed the same form in another study? That depends on your transfer setting. If set to “Non-transferrable,” they’ll need to sign again. If set to “90 days” or “1 year,” the prior signature will carry over.

Can participants receive a copy of their signed form? Not automatically. You can download the signed PDF from their profile and share it manually if needed.

Can I upload multiple consent forms? Yes. You can attach multiple PDFs for different use cases and choose which to apply per study.

Troubleshooting

Issue

What's Happening

How to Fix It

Can’t upload a consent form

The file type isn’t supported or the user lacks Admin permissions.

Ensure the file is in PDF format and that you’re signed in as an Admin (only Admins can upload or manage forms).

“Attach file” button missing under Legal settings

You may not have permission or be viewing from a non-admin account.

Check your role settings. Only Admins can access Settings → Legal → Attach file.

Participants not prompted to sign before joining a study

The consent form wasn’t attached or the study uses an outdated template.

Open the study setup, go to Plan → Legal, and confirm the consent form is attached. If not, reattach or set your default form.

Participants asked to sign again too soon

The transfer setting is set to Non-transferrable.

In Legal → Consent Transfer Settings, choose 90 days or 1 year so previously signed forms remain valid.

Signed consent form not showing in participant profile

Form wasn’t completed, or the participant exited before submission.

Check if the participant completed all required fields and signature. If incomplete, resend the study link and have them finish signing.

Can’t download signed PDF

Browser pop-up blocked or form not properly saved.

Allow pop-ups for Great Question in your browser, then go to the participant’s profile → Consent section → Download PDF.

Consent form not applied to new studies

Default form not set.

In Legal settings, click Set as default after uploading your preferred consent form to automatically attach it to all new studies.

Participants using mobile can’t complete signature

Embedded PDF signature field may not render properly on certain browsers.

Advise participants to open the consent form on a desktop browser or update their mobile browser to the latest version.

Have Questions?

Please reach out to us in the chat or at [email protected]!

How did we do?

External Recruitment | User Interviews

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