How Do I Create and Add a Document to My Project?

A ‘document’ is what will be sent to your research participants to review and sign. To create a document, hover over the Documents tab on the left side menu of your dashboard, then click on Add Document:

• When adding a document, you will have the option to use an existing template, copy a document from a previous project or create a document from scratch. 
• You’ll then be prompted to select the project you'd like to add the document to. 
• You can then edit the document or insert content as required, before saving it. 
• The document will now be part of your project—simply publish it and send it to your participants. Click here to learn how.

Note: You can also add a document directly from the project tab. Just access your project, select the 'Documents' tab, and click 'Add Document'. The editing and saving process will be the same as described above.