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E-Signature Overview

# E Signature
Last updated: 04/14/2026

Use Signature to sign subject records in the study workspace, including review, credential confirmation, and signed status tracking.

Overview​

The Signature app is used to electronically sign study data and track signing status.

In this study workspace, Signature provides two working tabs:

  • View by Subject — sign and track status at subject level
  • View by Form — sign and review at form level

Access Signature​

Step 1: Open My Page​

Log in and open My Page.

My Page

Step 2: Open the study home page​

From Current study, click Go to Study Home.

Study home

Step 3: Open Signature workspace​

In the study workspace top menu, click Signature.

Open Signature workspace

Step 4: Review Signature tabs and action columns​

The Signature workspace shows View by Subject and View by Form tabs, search/export controls, and action buttons (for example Sign, View, Un-sign depending on current status).

Signature workspace

How to Sign (Subject)​

Step 1: Open the subject signing list​

In Signature -> View by Subject, locate the subject row you want to sign.

View by Subject with Sign action

Step 2: Click Sign on the subject row​

Click Sign in the Action column for that subject.

Sign subject dialog opened

Step 3: Confirm statement and enter password​

In the Sign a subject dialog:

  1. Review the certification statement
  2. Confirm the username shown
  3. Enter your account password
  4. Click Sign

Review and confirm signing credentials

Step 4: Verify post-sign status​

After successful signing, the row updates to Signed and action changes to Un-sign.

Signed status after successful sign

Audit and Verification​

Use Audit Logs to review participant status and update history.

Audit Logs view

Notes​

note

Signing requires your own credentials in the confirmation dialog. The app records user identity and timestamp as part of the signature action.

Documentation​

  • Configuration — Access path and behavior of the Signature configuration page