Navigation/MainNav/Elements/Logo
eTMF
CTMS
Collaborate
QMS
GlobalLearn
SSU
E-Feasibility
MyTI
Solutions
  • Job Aids and Video Tutorials

    Get step-by-step guidance through Job Aids and videos designed to simplify your eTMF experience

    • Job Aids v10.8
    • Job Aids v10.7
      • Getting Started

      • User Preferences

      • Document Management

      • Export and Copy/Share Documents

      • QC Workflow

      • CRA Reconciliation

      • Emails and Communications

      • Signature

      • Site Management

      • Events Management

      • Translation Features

      • Admin Functions

      • Room Function and Departments

      • Audit

      • Feature Access Matrix

      • Reports

      • Glossary of User Roles and Actions

    • Job Aids v10.6
    • Video Tutorials v10.8
    • Video Tutorials v10.7
    • Video Tutorials v10.6

Export and Copy/Share Documents

Manage document exports, version history, copying, and sharing with step-by-step support.

  • eTMF Thumbnail

    How to Export a Document

  • eTMF Thumbnail

    How to Download Prior Versions of a Document

  • eTMF Thumbnail

    How to Share Documents to Other Rooms

  • eTMF Thumbnail

    How to Mass Copy a Document to All Sites

  • eTMF Thumbnail

    How to Copy Documents to Folders

  • eTMF Thumbnail

    How to Switch Site Investigator Roles

Navigation/MainNav/Elements/Logo

TransPerfect’s Trial Interactive is an industry leader in practical, global eClinical innovation

Request a Demo
PRODUCTS
eTMF CTMS Collaborate GlobalLearn Solutions
GET IN TOUCH
Brands / L / linkedin Linkedin
Brands / T / twitter-square X

Didn’t find what you need?

Our dedicated Project Management and Client Services team will be available to meet your needs
24 hours a day, 7 days a week.

Toll Free: (888) 391-5111
help@trialinteractive.com
up-right-from-square
Support Center
angle-down

© 2025 Trial Interactive. All Rights Reserved

Home
Our Mission
Privacy Statement
globe-outline
English
caret-down