DocuSign Integration

Ethnio can integrate with DocuSign PowerForms to allow research participants to sign your existing consent forms during the scheduling process. This guide explains how to set up and use this integration.

Prerequisites โœ…

  • Ethnio account with scheduling 2.0 enabled ๐Ÿ—“๏ธ
  • DocuSign account with PowerForms ๐Ÿ“‘

Connect DocuSign to Ethnio โš™๏ธ

  1. In Ethnio, go to Integrations and select DocuSign, or go to home > consent > create new > DocuSign integration โžก๏ธ
  2. Follow prompts to connect your DocuSign account ๐Ÿ”
  3. Enable access to PowerForms in the DocuSign scope options ๐Ÿ”ง

Once connected, DocuSign PowerForms will be available in Ethnio.

Setup the PowerForm Mapping  ๐Ÿ“„

  1. In your DocuSign account, find the PowerForm for your consent document ๐Ÿ–Š๏ธ
  2. Verify you have put "Participant" in the role field (more here: docusign-integration-prepopulation-settings )

Select the PowerForm in Ethnio ๐Ÿš€

  1. When scheduling a participant in Ethnio, turn on the consent step and use the invite step from scheduling > quick settings โœ…
  2. Enter the PowerForm ID to select the consent form ๐Ÿ†”
  3. Participant will be prompted to sign the form before their session ๐Ÿ“‘
  4. You can track consent status in Home > Consent > Activity or Pool ๐Ÿ“ˆ

That's it! You're now ready to harness the power of DocuSign within Ethnio, simplifying your research process and streamlining the collection of electronic signatures. If you encounter any issues during the integration, don't hesitate to reach out to our support team for assistance. Happy researching! ๐Ÿงช๐Ÿ“‘๐Ÿ”—

Scopes ๐Ÿ” 

To successfully integrate DocuSign with Ethnio, you'll need to cover the following technical scopes:

  • Create and read clickwrap agreements from DocuSign Click. Obtain links for starting clickwrap agreement sessions.
  • Manage clickwraps and read agreements from DocuSign Click
  • Create and send envelopes. Obtain links for starting signing sessions.

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