Integration Settings

The Integration Settings allow you to map a form and replicate it into an integrated Trial Interactive (TI) folder. These settings are applicable only to published forms.

When a submitter completes and submits a response:

  • The Sponsor/CRO receives the form submission.
  • A PDF version of the submitted form is automatically saved in the mapped TI folder.
  • The system also maps the form metadata to the metadata fields associated with the selected document type in the TI Room.

To Configure Integration setting, follow these steps:

  1. From the Menu Bar, click the Settings icon in the left navigation panel.
  2. The Settings Dashboard opens.
  3. Click on Integration Settings, then click the Select Form button.
  4. The Published Form Search dialog box appears.

  5. From the displayed list, select the required form.
  6. Click Add Selected. (Note: This button is enabled only after a form is selected.)

  7. You will be redirected to the Integration Settings window.
  8. The selected form title appears in the Selected Form textbox.
  9. Check the Enable/Disable Origami Integration checkbox to activate the integration settings.
  10. Additional fields for configuring integration parameters will now appear.
  11. Enter the required details as applicable.

    Note: For detailed guidance on each parameter, refer to the Origami Settings section.

  12. After completing all required fields, click Save Settings.

  13. The Metadata Mapping dialog box will open, displaying the following dropdowns:
    • Document Category: Select the appropriate document category from the TI system.
    • Document Type: Select the relevant document type to associate with the form.

  14. Choose the Document Category and Document Type from the dropdowns.
  15. Map each form question to its corresponding field using the TI field dropdown.
  16. Once all fields are mapped, click Accept to complete the Origami integration setup. A success message will confirm the mapping.

  17. When a manager sends a form via PDF in a survey email, the Submitter downloads, completes, and submits it. Upon submission:
    • The response is sent to the Sponsor/CRO.
    • A PDF copy is saved in the integrated TI Room.
    • A Survey Completion email is sent to the Submitter.