Add to Required Documents

To add documents as Required Documents, follow the steps below.

1. Select a document type by expanding the category folders and associated sub-folders.
2. Click on the Add to Required Documents button from the top menu bar.
3. On the Required Documents window, select General or Specific IRB/EC options from the Required For dropdown.
4. If a Specific IRB/EC option is selected, specify whether Central or Local IRB.
5. Mandatory to specify whether the document type is required for Site Activation or eTMF by clicking on the checkboxes.
6. Click on the Add button once the necessary details are configured.