Documents Distribution Settings

The Document Distribution settings allow administrators to enable the document distribution feature for a room, define the distribution mode, and specify whether shared or published documents should be treated as final or added to all active workflows in the room. This feature enables users to clone documents and publish them to a linked Trial Interactive room.

To use the Document Distribution function, users must have the appropriate permission assigned through the associated Action in their user profile.

Note: Users must have the ‘Document Distribution’ action assigned to their user profile in order to share documents with linked Trial Interactive rooms.

Common Configurations

The Common Configuration settings for Document Distribution option allows users to enable or disable the Document Distribution function and specify whether shared documents will be published as final documents in the target room or added to all active workflows.

To configure the common settings, follow the steps below:
  1. Check the ‘Enable Document Distribution’ checkbox.
  2. For the ‘Share or Publish Document’ field enable any one of the radio buttons and click Save:
    • As Final
    • To Workflow

  3. Click the ‘Change Log’ button to view the change log history for common configuration settings.

Linked Rooms

The Linked Rooms settings page allows administrators to link the current room with another Trial Interactive room that they are a member of.

Link Rooms

To link a room, follow the steps below:
  1. On the Linked Room page, click ‘Link Rooms’ from the top menu bar.

  2. In Step 1, select a room to link and click Next.

  3. In Step 2, select a destination module either as eTMF or Study Start-Up and click Finish.

Edit Link

To edit the linked room details, follow the following steps:
  1. Select the room from the grid and click the Edit Link button below the top menu bar.
  2. On the Edit Link pop-up, update the description and destination module then click Save.

Unlink Rooms

To unlink a room and remove the selected linked room from the grid, follow the steps below.
  1. Select the room from the grid, and click the Unlink Rooms button below the top menu bar.
  2. Click OK on the confirmation pop-up.