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  • 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
      • 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 v10.7
    • 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.

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    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

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