About this template
A Case Study Release Form is an essential legal permission document that allows organizations to publish participant interviews, success stories, metrics, and quotes in marketing materials, websites, and press releases. This template streamlines the authorization process by capturing clear consent from clients, partners, or students before any promotional content goes live.
Using Doc2Form to deploy this release form ensures you securely document permissions, preventing misunderstandings and protecting your organization legally. The form collects critical details such as participant contact information, company affiliation, specific media usage rights, and electronic signatures or acknowledgments. Whether you are highlighting a successful client implementation or an educational milestone, getting explicit written sign-off is a critical step for compliance and professional transparency.
By converting this template into a Google Form using Doc2Form, you can easily share the link via email, embed it on your site, or collect sign-offs in person. All submissions stream directly into Google Sheets, making it effortless for your marketing and legal teams to track active releases and maintain an organized audit trail.
Key features
- Collect legally binding publication consent securely online
- Capture participant names, company details, and contact info
- Specify exactly where and how case studies may be published
- Organize all participant sign-offs instantly in Google Sheets
Use cases
- B2B software companies highlighting client success stories
- Marketing agencies publishing portfolio case studies
- Consultants gathering client testimonials and project metrics
- Educational institutions featuring student achievements
What this form collects
- Participant Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Provide the best email address to reach you regarding this publication.
- Company or Organization (Short answer)Enter the name of your organization as it should appear in the case study.
- Job Title or Role (Short answer)Enter your current title or your role in the project.
- Case Study Publication Consent (Multiple choice)Do you authorize us to publish your interview, quotes, metrics, and company name in our promotional materials, website, and case studies?
- Permitted Channels (Checkboxes)Select all marketing channels where your case study may be shared.
- Terms and Conditions Agreement (Multiple choice)By checking this box, you confirm that you have the legal authority to grant these publishing rights on behalf of your organization.
- Date of Signature (Date)Select today's date.
- Electronic Signature (Short answer)Please type your full legal name as an electronic signature.
FAQ
What is a case study release form?
It is a consent document used to obtain official permission from an individual or organization before publishing their success story, interview quotes, or project metrics in marketing materials.
Why is a release form necessary?
It protects both parties by clearly outlining the scope of how the participant's story and likeness will be used, minimizing the risk of future disputes and ensuring professional transparency.
Can I customize the terms and conditions in this template?
Yes. Once you convert this template into a Google Form, you can edit any question or description to match your organization's exact legal requirements and branding.
How are form submissions stored?
All responses are automatically saved in a connected Google Sheet, giving your team an organized, searchable log of every signed release.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.