What Is An Agreement?
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In Ayda, an Agreement is a document created by the researcher that can be sent to project participants to collect signatures - for example, a consent form.
Why use the Agreements feature?
The Agreements feature eliminates the need for traditional email communication and signature chasing. Instead, Ayda lets you send and track the progress of agreements efficiently.
Researchers can tailor the different types of agreements to suit the unique needs of various projects.
How it works
Adding an agreement to a project means that the document will be sent to all participants, saving you the trouble of manual sending. Ayda even personalises the agreement for each participant, using information from the project to auto-populate fields.
Each participant gets a friendly email invitation, encouraging them to read and sign. To ensure no one forgets, Ayda steps in with automated reminders until the task is completed.
How do I create an agreement?
To initiate the creation of a new agreement, click the Agreements link on the left menu, then select Create Agreement.
Insert a unique name for the agreement and specify which agreement type you want to use.
Options include pre-existing agreement types, as well as crafting a brand-new agreements to precisely match your project's requirements.
Following these steps, you'll seamlessly transition to the next screen. Here, you'll be prompted to craft the content of the agreement.
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Main body: In the main body of your agreement, you have the flexibility to either copy and paste existing text, or compose new content. This section serves as the core framework of your agreement.
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Toolbox: Ayda provides a versatile toolbox where you can seamlessly integrate questions. These can be designated as either mandatory or optional for participants to answer. To create a toolbox, drag and drop modules into the agreement, enhancing its interactive features.
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Personalisation: For a tailored touch, use placeholders within the agreement text. Incorporate variables such as {{CompanyName}}, {{CurrentDate}}, {{ParticipantName}}, {{ParticipantEmail}}, {{ProjectName}}, and {{ProjectDescription}}.
These placeholders dynamically adapt to participant-specific information, ensuring a personalised experience. Insert these placeholders into the relevant sections, and upon agreement review, they will be automatically replaced with accurate values.
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Editing features: Ayda boasts various editing capabilities to enhance document aesthetics and functionality.
Incorporate bullet-pointed lists, emphasise key points in bold or varied font sizes, and seamlessly integrate logos by utilising the Image icon. Enrich your document with hyperlinks for a more interactive and comprehensive agreement. After editing, you can either save the document as a draft or publish it for use in your projects, see below:
How do I add an agreement to my project?
You must add an agreement to a project before making the project active. Once a project is active, new agreements cannot be added.
To add an agreement, make sure you have already created and saved one. Go to the Agreements tab on your project screen and click Add Agreement.
Adding an agreement is easy. Just select the one you want, and you're done.
How can I find signed agreements?
To locate signed agreements within Ayda, navigate to the Reports section on the left menu. Use the filtering option to specifically target Signed Agreements.