Gathering Electronic Consent for Interviews: Best Practices

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We are looking into easy and quick ways for users to acknowledge consent forms and/or NDA's when booking interviews with our product teams. Would anyone mind sharing with me how they request and gather these electronically prior to interviews held over Zoom/phone? Thanks!

  • Avatar of Sara Riedel
    Sara Riedel
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    UserInterviews has a feature for this that we use. We just save the form as a PDF and the participant signs it through Docusign. We also use UI for recruitment, scheduling, and incentive distribution, which is why it makes sense to have the consent there too.

  • Avatar of Jodi Young
    Jodi Young
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    Thanks Sara! We also utilize userinterviews when we are reaching out to participants outside of our customer base. It is a very nice platform for sure! We also recruit our current customers and use Calendly for that, so I was also looking for ideas there.

  • Avatar of Sara Riedel
    Sara Riedel
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    You could run all of your recruit through UI using their hub feature! But I think that is pretty expensive.