Navigate to Documents: On the left side menu bar of your dashboard, click on the "Documents" tab. Here, you can store templates and create documents for your projects.

2. Create Templates and Documents:

What is a Template? A template is a pre-defined document structure that you can use as the basis of your documents (for example, informed consent or NDAs). When assigned to a project it will automatically turn into a document. Click here to learn more about creating and editing templates.

What is a Document? A ‘document’ is the final version you will add to your projects for participants to review and sign. It is always attached to a project. 

3. Add Documents to Your Project:

Once you have created a document, you’ll need to add it to your project. Click here for a guide on how to add a document to your project.

4. Send and Track Documents:

After adding the document to your project, it’s ready to be sent to your research participants. Click here to learn how to send and track documents.

5. Reviewing Signed Documents:

Once participants have signed the document, the signed version will be stored in Ayda. You can access signed documents by navigating to the Reports section.

For any further assistance, please refer to our Help Center or contact support.