Docs tab

The docs tab allows users to add placeholders and documents.

Add Place Holder

To add a placeholder, follow the steps below.

  1. On the Docs tab on a particular site, click on the Add Placeholder button.
  2. O the Placeholder screen, add the mandatory details.
  3. Click on the Submit button.

  4. A notification ‘Placeholder is Uploaded’ is displayed and the document is visible under the Site Documents tab.

Add Document

To add a document, click on the Add Document tab and follow the standard steps detailed in the Add section.

Favorite Documents

Click on the Star icon displayed before the name to make it a favorite room, site, or document. If the star is yellow, the room, site, or document is already added as a favorite.

Site Documents

This section displays the My Docs and Other Docs tabs.

My Docs

The My Docs section displays documents that are certified by the user. Click the To-Do button to apply another filter and view the documents with other available statuses.

Click on the required status option and click the Apply button displayed at the bottom of the screen. The document(s) available for the selected status are displayed.

Browse Document Index

To browse the document index, follow the steps below.

  1. Click on the Browse Document Index button to view the list of available document indexes

  2. By default, the selected site’s index is displayed. To change the site and its index, click on the site displayed on the screen.

  3. From the list of available sites, select the required site. Click on the Reset button displayed in the top right corner to clear all selections.

  4. Click on the Back button, and on the Browse Documents Index screen, click on the ‘>’ arrow to access the folders and select a subfolder to set as a document index.

  5. Click on the Sort By button, select any one sort criterion, and click the Apply button.

  6. Click on the Filters tab to apply filters for Trial, Country, and Site and sub-filters for Document Date, Document Type, Submitted By, and Document Status.

  7. Apply the filters by clicking on the > arrows and selecting the required filter criterion.