Three Dot Drop Down

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Move to Study Start-Up

This option is only available in rooms with Study Start-Up enabled.

To move documents to Study Start-Up, follow the steps below:

  1. Check the documents checkbox to select the document.
  2. Click on the three-dot menu and select the Move to Study Start Up option.


  3. Click on the Yes button on the confirmation popup.


Print Function

The Print function does not print the selected documents but merges them into a single PDF file which can then be downloaded or printed by the user.

To merge multiple documents into a single PDF file, follow the steps below:

  1. Select multiple documents by clicking on their checkboxes.


  2. Click on the three-dot menu and select the Print option.


  3. On the Print Documents popup select either Selected Records or All Records in Set radio button and click on the Print button.
  4. On the Print eTMF Documents success message popup, click on the Get Results button and a new tab will open displaying a single PDF file with pages merged from both the documents.


Compare Documents

To compare documents, follow the steps below:

  1. Selecting two documents
  2. Click on the three-dot menu and select the Compare option.


  3. The selected documents will appear side-by-side in a pop-out window along with any associated metadata.
  4. Expand the metadata section to view and edit the document metadata.


Search Documents

Above the documents grid, next to the documents cart, is a search bar. This is a local search and will search the currently selected index folder for relevant documents.