Castor eConsent OTP (One Time Password) Flow Overview – Castor

This article explains how participants go through the One-Time Password (OTP) verification flow when signing an eConsent form in Castor EDC. This feature adds an extra layer of identity verification to ensure data integrity and regulatory compliance.

Step-by-Step Guide: OTP Flow for eConsent

Participant Opens the eConsent Link

Participants receive an invitation link by email. Upon opening it, they land on the study welcome screen which contains:

Study information (customizable by the site/study team)
The option to continue to the consent form

Entering Contact Information

Participants are asked to:

Add personal details (e.g. First and Last Name)
Confirm that they agree with the Terms of Use
Sign up to the platform

Receiving the OTP Code

Once submitted, the system sends a One-Time Password via email.

This step ensures that the signer is uniquely identified.

Verifying the OTP

Participants are prompted to enter the 6-digit OTP they received.

✅ If successful: they proceed to the eConsent form.
❌ If invalid: they receive an error and can retry or request a new code.

Review and Sign the eConsent Form

Once the OTP is verified, participants are presented with the consent document, where they can:

Add the required study information (e.g. Gender)
Read the study information
Sign the form electronically (reauthentication will be required - we send a new code to the email address)
Submit their consent