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Participant Information Sheets & Informed Consent Forms

Use a Participant Information Sheets & Informed Consent Forms 2021 template to make your document workflow more streamlined.

What these consent forms document

Participant Information Sheets and Informed Consent Forms explain a research participant’s study purpose, procedures, risks, benefits, privacy protections, costs, alternatives, and withdrawal rights before participation. In the U.S., an authorized investigator or research team provides the approved information, answers questions, and records the participant’s voluntary decision. A completed packet normally includes participant and study details, required acknowledgments, signature and date fields, and any investigator confirmation. With signNow, a team can upload the approved PDF, place fields, send it to the participant, and retain the signed record with an audit trail.

Who benefits from informed consent forms

These forms help research and healthcare organizations explain participation clearly, capture consent, and preserve evidence that each participant received the required information.

  • Independent research clinics use participant information sheets to explain study procedures, risks, privacy terms, and voluntary participation before collecting informed consent signatures.
  • University research teams use structured consent packets to document participant understanding, investigator disclosures, withdrawal rights, and protocol-specific approvals across multiple study sites.
  • Healthcare enterprises use controlled templates for clinical research consent, routing documents to authorized staff while protecting health information under HIPAA and maintaining completion records.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Features for participant consent forms

signNow provides document preparation, routing, signing, and evidence features that map directly to participant information and informed consent workflows.

Fillable fields

Upload the approved participant packet and place signatures, dates, initials, and acknowledgments without rebuilding the study disclosures.

Signing order

Route participant and investigator signatures in a defined sequence, reducing omissions when the consent packet requires multiple approvals.

Audit trail

Capture identity details, timestamps, IP addresses, and actions that help demonstrate how the participant completed the consent record.

Reusable templates

Reuse an approved consent template after the study team confirms its version, disclosures, and institutional authorization.

Mobile signing

Let participants review and sign from supported mobile apps when the study workflow permits electronic access.

Data protection

Protect participant records with encryption and compliance controls relevant to HIPAA-covered research workflows.

Steps to prepare and sign forms

Use the approved form as the source document, then configure fields and signing order before sending it to participants.

  • Upload:

    Upload the approved PDF.
  • Check fields:

    Review detected fields.
  • Assign roles:

    Assign participant and investigator roles.
  • Send:

    Send and track signatures.
  • Archive:

    Export the completed record.

How to complete the consent packet

Follow the approved study document from preparation through signed-record storage without changing its substantive disclosures.

  • Upload form: Upload the approved participant information and consent PDF.
  • Add fields: Place participant, investigator, signature, date, and acknowledgment fields.
  • Send packet: Send the consent packet to the participant securely.
  • Archive record: Store the signed document and audit trail together.
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How the audit trail supports consent records

The audit trail records who signed, what changed, and when, giving research teams evidence for each completed consent packet.

01

Authenticate signer:

Records the participant’s authentication and signing identity.
02

Capture timestamp:

Captures date, time, IP address, and signing actions.
03

Hash document:

Associates the completed consent document with a document hash.
04

Seal record:

Seals the signed record against unauthorized post-signature changes.
05

Retain evidence:

Preserves the completed Participant Information Sheets and consent form together.
06

Export trail:

Allows authorized users to retrieve or export the audit trail.

Recommended consent workflow setup

Configure the consent workflow around participant identity, approved document versions, audit evidence, and the retention rule that applies to the study record.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailCapture timestamps, IP address, and actions
Document retention6 years for HIPAA records under 45 CFR §164.530(j)
EncryptionTLS 1.2/1.3 and AES-256 encryption

Find and fill out the correct participant information sheets ampamp informed consent forms

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
UK Bournemouth University Participant Agreement Form 20214.7 Satisfied (122 Votes)
UK Bournemouth University Participant Agreement Form 20154.7 Satisfied (149 Votes)

Consent record retention schedule

Retention depends on the record type, study requirements, and applicable privacy law; identify the governing rule before setting deletion dates.

01

6 years for HIPAA records

HIPAA requires retention from creation or the last effective date.
02

Protocol-specific period

Keep research records according to the approved protocol, institutional policy, and applicable funding or agency requirements.
03

Study closeout period

Retain consent evidence with the study file while participants remain enrolled and follow approved closeout procedures.
04

Version history period

Preserve superseded approved versions when institutional policy requires version history.
05

State-law period varies

Document the governing rule before deletion; state retention requirements can exceed federal periods.

Privacy and disclosure pitfalls

  • Participant health details can appear in signed forms, so sharing permissions must prevent unauthorized access to protected health information.
  • A consent packet may omit withdrawal rights, study risks, or privacy disclosures when teams send an outdated template.
  • Unclear participant and investigator roles can leave required signatures, dates, or acknowledgments missing from the completed record.
  • Consumer-facing electronic delivery requires consent disclosure and access procedures under 15 U.S.C. §7001(c).

Risks of incomplete consent records

Invalid consent

Missing disclosure

Evidence dispute

Unclear signature attribution

Protocol mismatch

Uncontrolled revisions

Disclosure failure

Incomplete participant copy

Security for consent documents

Data encryption:

TLS 1.2 and AES-256

Health information:

HIPAA compliance with BAA

Security controls:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Regulated records:

21 CFR Part 11 compliant

Integrations for research consent workflows

Connect consent packets with Salesforce, NetSuite, Microsoft 365, Google Drive, Box, Egnyte, and API-based systems to coordinate participant records and signed documents.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Consent form troubleshooting questions

Resolve field, identity, plan, privacy, and electronic-consent questions before distributing a participant packet.

Upload the approved PDF again, then use signNow’s field-detection workflow to review every participant, investigator, signature, and date field before sending. Field detection does not replace human review of study disclosures, version numbers, or institutional approval requirements.

Use signNow’s audit trail to review the signer’s email, timestamps, IP address, and recorded actions. If your study requires stronger identity evidence, configure available authentication controls and document the requirement in the research team’s operating procedure.

Business includes legally binding eSignatures, templates, audit trails, mobile apps, ISO 27001, SOC 2, GDPR, and ESIGN/UETA support at $8/user/month with annual billing. HIPAA workflows require signNow compliance with a BAA where applicable.

Business Premium costs $15/user/month with annual billing and adds bulk send, kiosk mode, request payments, and quick invite links. Bulk send may help distribute the same approved consent packet to multiple participants.

For HIPAA-covered participant records, signNow states HIPAA compliance with a BAA required. Apply your organization’s access, disclosure, and retention policies; HIPAA requires six-year retention from creation or the last effective date under 45 CFR §164.530(j).

Consumer-facing electronic consent requires disclosure of the right to receive paper records, evidence that the consumer can access the electronic format, and a withdrawal procedure under 15 U.S.C. §7001(c). Obtain institutional and legal review before deployment.

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