Copy to another room

Trial Interactive allows Cross-Study Copy of Documents through this functionality. When users select the Copy to Other Rooms option from the Documents Cart, selected documents as well as their metadata will be copied to other rooms.

To copy documents to another room through the Documents Cart, follow the steps below.

1. Add the required documents to the Documents Cart and click the arrow next to it to open the Documents Cart window.
2. Select the documents to copy to other rooms.
3. Click on the Share dropdown and select the Copy to other Room option.
   
   
   
4. On the Copy Documents screen, click on the Select button to add rooms.
   
   
   
5. On the Rooms screen, select the required rooms and click on the select button.
   
   
   
6. To publish documents to the index as final documents without going through the workflow, select the checkbox next to Publish documents to the index as final documents.
7. Once the rooms are specified, click on the Copy button.