Hosting a Consent PDF for Screener Linking

If you're running into challenges hosting a consent PDF 📄 — for example, if internal security policies prevent you from linking to a public document — Ethnio offers a few flexible options to support your needs. You can use Ethnio’s built-in consent functionality ✅ to add your consent language directly within your scheduling flow, ensuring participants review and accept the terms before confirming a session.

If your organization already uses a tool like DocuSign or Adobe Sign ✍️, you can integrate the consent form through those platforms so participants complete the consent process externally before proceeding.

Additionally, if you are looking to limit the collection of personally identifiable information (PII) 🔒, such as participant names, Ethnio also provides flexible controls. You can remove the "Name" field entirely by changing the question type or deleting the question from your study editor ✏️.

Alternatively, if you need to retain the name field internally but don’t want it visible to participants, you can simply hide the question using the toggle option inside the question settings 👀.

Both approaches allow you to control what participant data you collect while complying with privacy or internal security requirements.