Documents Template

In the Document Templates settings, Administrator users can add, edit, and delete document templates.

Follow the instructions below to add a new template document:

  1. Click on the ‘Add’ button above the grid area.
  2. This will open the ‘Add Template’ window.




  3. Upload the relevant file by clicking on the search icon.
  4. Give the template document a name.
  5. Give the template a description. (Optional)
  6. Assign a Collection Type to the document using the dropdown menu.
    • General: This is more applicable to Collaborate or Docs-type rooms where new SOP documents are created, reviewed, and approved.
    • Regulatory Packets: This is applicable to rooms where SSU is enabled. Choose this option if this document should be sent out with the regulatory packet.
    • Monitoring visits: This option is appropriate for collaborative rooms integrated with our CTMS solution. These files can be used in generating documents related to monitoring visits as created and planned in the CTMS.
  7. Select the ‘Category’ as per the user's requirement.
  8. If the user selects the category as ‘Specific Country’ the Select button below it gets activated.


  9. Click the Select button and the Available Sites pop-up window is displayed.
  10. Select the Site from the available list and click Select.
  11. The ‘1 Site selected’ message is displayed. However, hovering over the mouse on the tooltip displays the Site name side of the Select button.


  12. If the user selects the category as ‘Specific Site’ the Select button below gets activated.


  13. Click the Select button and the Available Sites pop-up window is displayed.
  14. Select the Site from the available list and click Select.
  15. The ‘1 Site selected’ message is displayed. However, hovering over the mouse on the tooltip displays the Site name side of the Select button.


  16. Choose the appropriate ‘Document Type’ by clicking the Tag available beside. (Optional)
  17. When you have entered all the required information, press the Create button.

To Edit a new template document:

  1. Select the template and click Edit.


  2. The Edit Template pop-up window is displayed.
  3. Edit the changes and click the Save button.


To Delete a new template document:

  1. Select the template and click Delete.


  2. The Delete Template pop-up window is displayed.
  3. Click Yes, the selected template gets deleted.