Automate Research participation waiver on monday.com

Collecting signed waivers at scale starts with a research participation waiver — capturing participant name, study name and formal sign-off from research participants. UX researchers trigger it from monday.com and have the completed, signed copy archived to the board automatically.

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What is the Research participation waiver on monday.com?

Most teams handle this over email. They send a PDF, Research participants fills it manually, sends it back, someone re-enters the data into their system, and the file gets buried in a folder. GetSign replaces that entire process inside monday.com.

How It Works

How GetSign handles the Research participation waiver.

GetSign is a monday.com-native document app. Upload your Research participation waiver PDF once and GetSign auto-detects every field — participant name, study name, study description, participation activities, recording consent, data use consent, withdrawal rights, researcher contact, participant signature. No manual field setup.

Auto-detect every
field, instantly.

GetSign auto-detects every field in the Research participation waiver PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including participant name, study name, study description, participation activities, recording consent, data use consent, withdrawal rights, researcher contact, participant signature , is identified instantly.

Pre-fill from your board, automatically.

If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.

A clean guided interface, not a raw PDF.

Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.

Setup

How to collect the Research participation waiver in monday.com.

No API setup. No third-party integrations. Everything happens inside monday.com.

Upload your Research participation waiver PDF

Add it once — GetSign auto- detects all fields immediately.

Map board columns to fields

Name, email, company — pre-filled on every send.

Trigger it from your board

Manually, or via a monday.com automation on status change.

Research participantsfill & sign

In their browser — no account no app to download.

Data syncs back to your board

Columns update and the signed PDF attaches immediately.

Who it's for

Who uses GetSign for the Research participation waiver ?

UX researcher, product manager, clinical researcher use GetSign to send the Research participation waiver to Research participants directly from their monday.com board. UX researchers or product teams send the research participation waiver to study participants from the research board item in monday.com before each session, collecting signed consents, and archiving them to the research record before any session data is collected.

Sends the form

Contractor

Work straight from the board — one click sends
the form, pre-filled with what you already know.

Fills & signs

Employee

Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.

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FAQ

Frequently asked questions about the Research participation waiver on monday.com.

Can GetSign automatically detect fields in the Research participation waiver ?

Yes. GetSign automatically detects fields in the Research participation waiver. Upload the PDF once and GetSign automatically identifies fillable fields throughout the document. Text inputs, dropdowns, dates, checkboxes, signatures, and other supported fields are detected without requiring manual setup. Once detected, those fields can be mapped to monday.com data and used with GetSign Form Filler.

Can GetSign Form Filler populate the Research participation waiver with data from monday.com?

Yes. After GetSign automatically detects the fields in your Research participation waiver, GetSign Form Filler can populate those fields using data already stored in your monday.com board. Information such as names, emails, company details, reference numbers, and other mapped values can be inserted automatically before the form is sent. This reduces repetitive data entry, improves accuracy, and helps teams generate completed forms faster.

Can I convert an existing Research participation waiver PDF into a digital form?

Yes. GetSign allows teams to upload existing PDF Research participation waiver and transform them into interactive digital experiences. Instead of printing, scanning, or editing PDFs manually, recipients can complete the form through a guided online workflow.

Do Research participants need a monday.com account to complete the form?

No. Research participants receive a secure link and can complete the form directly in their browser. They do not need access to your monday.com workspace, a monday.com license, or a separate GetSign account.

Can the Research participation waiver be sent automatically on monday.com?

Yes. GetSign supports monday.com automations for Research participation waiver that can generate and send forms based on workflow events. This helps teams eliminate repetitive manual tasks and ensure documents are sent at the right stage of a process.

Can I track the status of a Research participation waiver after sending it on monday.com?

Yes. GetSign provides visibility into the document lifecycle, allowing teams to see when the Research participation waiver has been sent, opened, completed, or signed. This makes it easier to follow up and keep processes moving forward.

Can the Research participation waiver collect legally binding electronic signatures on monday.com?

Yes. GetSign supports legally binding electronic signatures and maintains an audit trail for completed Research participation waiver. Teams can collect approvals, acknowledgements, and signatures without requiring recipients to print or scan paperwork.

Start automating your Research participation waiver workflow today on monday.com

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