Dashboard Upload

This method is similar to the previous one: it does not provide additional metadata, and the documents are stored in the Upload system folder. It must be enabled for the specific study or room to be visible.

1. Click the room available on the Home Screen where the eTMF module is enabled.

2. Click the Upload dashlet in the Documents section of the eTMF Dashboard.

   Tip: The Upload dashlet may be hidden; use Edit Dashboard to search for and, if present, enable it.

   

3. Drag documents onto the upload area or click on the cloud icon to browse device contents.
4. The Import Documents screen is displayed with the Drop Files And Folders Here or Browse File/Browse Folders options.
5. Browse File/Folder should open the Windows Explorer, where the user can select the files/folders.
6. Drop Files And Folders Here, the user can drag and drop the files/folders directly.

   

7. The rooms enabled for Redaction; the user can lock the document to hide its content using the Set as Restricted Content button.

   

8. Review your list of documents, and click Import All Documents to finalize.