While Rally provides the option to use Consent Forms, you also have the flexibility to upload your own PDF versions of NDAs or Consent Forms to store and utilize directly in Rally. These documents can then be attached to your Consent Form Templates. This saves you valuable time and ensures your team always uses the correct, legally approved forms for consistency and security.
Upload Documents
Manage documents used for research Participant agreements like Consent Forms and NDAs.
🚨 Uploading and managing Documents requires an Ops Manager, Super Admin, or Researcher role type.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Documents'.
In the top right, select '+ Add Document'
Provide a clear, concise, and descriptive Document Name.
Select 'Upload PDF' and carefully choose the correct Document.
Select 'Add Document' to save.
Manage Documents
Manage your existing Documents easily from the Documents section in Settings by selecting the three dots on the right of any Document to Delete it by selecting 'Remove' and selecting 'Delete Document' in the confirmation pop-up.
