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e-Signature Workspace

# Run Study
Last updated: 04/14/2026

Use Signature to sign subject records in the study workspace, including review, credential confirmation, and signed status tracking.

info

For the business definition of e-Signature, see e-Signature in Getting Started.

Signature provides View by Subject and View by Form tabs for signing and status tracking.

Access Signature

Step 1: Open My Page

Log in and open My Page.

My Page

Step 2: Open the study home page

From Current study, click Go to Study Home.

Study home

Step 3: Open Signature workspace

In the study workspace top menu, click Signature.

Open Signature workspace

Step 4: Review Signature tabs and action columns

The Signature workspace shows View by Subject and View by Form tabs, search/export controls, and action buttons (for example Sign, View, Un-sign depending on current status).

Signature workspace

How to Sign (Subject)

Step 1: Open the subject signing list

In Signature -> View by Subject, locate the subject row you want to sign.

View by Subject with Sign action

Step 2: Click Sign on the subject row

Click Sign in the Action column for that subject.

Sign subject dialog opened

Step 3: Confirm statement and enter password

In the Sign a subject dialog:

  1. Review the certification statement
  2. Confirm the username shown
  3. Enter your account password
  4. Click Sign

Review and confirm signing credentials

Step 4: Verify post-sign status

After successful signing, the row updates to Signed and action changes to Un-sign.

Signed status after successful sign

Audit and Verification

Use Audit Logs to review participant status and update history.

Audit Logs view

Notes

note

Signing requires your own credentials in the confirmation dialog. The app records user identity and timestamp as part of the signature action.

Documentation

  • Configuration — Access path and behavior of the Signature configuration page