Document Metadata Panel

Explore Job Aids and Videos for more help:

Job Aids

Videos

From the metadata panel located at the right of the documents grid, users can view the following tabs after selecting a document from the grid.

  • Metadata
  • Info
  • Related
  • Versions
  • Queries
  • History tab
  • eSignature tab
  • Workflow History

Users with sufficient access privileges can not only view a documents metadata but can also change the content of some of the Metadata fields. The buttons at the bottom of the panel provide access to several essential functions, such as saving changes and moving to the next document in the metadata panel.

Users can expand or hide this panel by hovering the mouse to the right of the grid and clicking the Open/Hide arrow.

Users can also shuffle back and forth between documents in the grid by clicking the Previous Document and Next Document links at the bottom of the Metadata panel.



The Metadata tab in the Metadata panel displays all details entered during the document addition process. Users with the required permissions can edit metadata fields.

To edit the metadata fields, follow the steps below:

  1. Select a document by checking the box.
  2. Open the metadata panel
  3. Make necessary edits in the metadata tab.
  4. Click on the Save button.


Additionally, click on the horizontal ellipsis (three-dot menu) to access the following options.

  • Copy Field
  • Paste Field
  • Certify Document
  • Create General Query
  • Reject


The Info tab within the Metadata panel of a document provides a comprehensive overview of key document details. This tab includes essential document information that help users track documents details. The information includes the following.

  • Submission Date: The date when the document was added to the system.
  • Submitted By: The name of the user who uploaded or submitted the document.
  • Submission Type: The method or category under which the document was submitted
  • Index Position: The assigned position of the document within the structured index
  • Version Number: The current version of the document
  • Document ID: A unique identifier assigned to the document
  • File Size: The size of the document file, displayed in bytes, kilobytes (KB), or megabytes (MB).


The Related tab in the Metadata panel displays all documents associated with a specific document. Users can also add additional related documents from this section.

To add a related document, follow the steps below:

  1. Click on the +Add button within the Related tab.


  2. Select the Related Type from the dropdown options and the document using the Quick Select functionality else click on the Browse Documents button.
  3. Once the necessary documents are added, click on the Save button.
    Note: After adding the document and the Relation Type, the user can hover and click on the link or select the Copy Link option from the three dots menu to copy the link.

The Versions tab allows users to view and compare the different versions of a document. This is most commonly applicable in Trial Interactive rooms such as TI Collaborate rooms where documents are created, edited, and reviewed prior to becoming effective. However, this can also apply to a study room where expired or expiring documents have been replaced with newer copies.

To view the different versions, follow the steps below:

  1. Select a document from the grid and click the Versions tab from the Metadata panel.
  2. Click on the horizontal ellipsis (three-dot) icon and select the Open option to view the document in the TI Document Viewer.


  3. Click on the dropdown menu to access the different document versions.
  4. Click on the Set this version button, to set a specific version as the active one.
  5. Access the Navigation menu that allows the user to:
    • Download
    • Print
    • Zoom in/out
    • Adjust brightness, contrast, and colors
    • Adjust height and width
    • Rotate
    • Navigate through pages
    • Search


  6. Select the documents and click on the Compare button to display documents from both the versions in a side-by-side view.


This tab is visible only if a query is assigned to the users. Users can perform all query-related activities from the metadata panel.

For additional information on viewing and working queries, refer to the Queries module.



The History tab gives an overview of the document’s history. The History tab displays the top five entries of the activities performed on the document. Here, users can apply the Activity Type and From & To filters to view the history of a document. Additionally, users can view the entire document history by selecting the View all History option.

To access and perform various functions within the History tab, follow the steps below:

  1. Select a document from the grid and click the Versions tab from the Metadata panel.
  2. Apply the following filters to and filters to view history pertaining to specific activity and time range.


    • Activity Type: Use this drop-down to view the document history by the activity performed on it.
    • From & To: Use this filter to view the document history within the set date range.
  3. Every activity in the History panel is denoted by a node. Click the node to view the description, date, time, and name of the person who performed the activity on the document.


  4. Click on the View All History button to display the complete history of a document and filter the document history based on the Organization, Activity Type, and Duration.