Scope
Define services, site responsibilities, enrollment targets, and study phases with clear milestone descriptions and acceptance criteria.
A clear, standard form reduces ambiguity about responsibilities, helps document IRB and HIPAA compliance, creates an auditable trail for inspections, and supports faster site onboarding and invoicing. Using a single, well-structured form minimizes disputes, preserves participant protections, and simplifies regulatory recordkeeping.
Typical users span sponsors, CROs, investigators, and site administrators responsible for operational and compliance tasks.
The completed form is retained by sponsor and site, reviewed by IRBs, and made available during monitoring and audits.
Define services, site responsibilities, enrollment targets, and study phases with clear milestone descriptions and acceptance criteria.
List monitoring reports, datasets, safety reports, and timelines for interim and final deliverables with acceptance and delivery formats.
Specify PHI handling, de-identification standards, storage location, access controls, and whether a HIPAA BAA applies.
Detail payment schedule, invoicing requirements, allowable expenses, and procedures for disputed charges or adjustments.
Record IRB approval ID, approval date, protocol version, and obligations for submitting amendments or safety reports.
Set termination triggers, notice periods, data return/destruction rules, indemnity limits, and dispute resolution steps.
| Field | Configuration |
|---|---|
| Auto-detected fields | Enable Magic fields to prefill known data from templates |
| Conditional logic | Show or hide fields based on role or answers |
| Authentication | Require email, SMS code, or stronger ID verification |
| Retention | Set audit trail retention and export options |
Choose delivery channels and format that preserve the audit trail and access controls required by the study.
IRB clearance must be documented prior to any participant enrollment or study procedures.
Obtain signed informed consent before collecting study-specific data or biospecimens.
Record protocol and consent version numbers and effective dates on the form.
Follow sponsor and IRB timelines for reporting SAEs and unanticipated problems.
Retain trial records per federal and institutional retention requirements.
A clinical practice moved signature and consent processing online to reduce turnaround time and paperwork.
An enterprise integrated eSignature with core systems to route approvals and store executed documents centrally.
The site-level clinical lead who certifies that the study will be conducted according to the protocol and protections; typically must sign to confirm site readiness and investigator responsibilities.
An authorized sponsor officer or designee who signs to accept financial, regulatory, and oversight obligations under the agreement; signature binds the sponsor to payment and compliance terms.
Export finalized documents to PDF/A for long-term archiving and to DOCX for editable records when permitted.
Attach IRB approval letters, protocol PDFs, CVs, and training certificates as secured exhibits to the executed form.
Maintain previous versions and a change log so auditors can reconstruct amendment history.
Provide a certificate of completion showing timestamps, signer IPs, and authentication method for each executed document.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |