Required Documents

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Job Aids

To set documents as required or essential, follow the steps below:
  1. On the Required Documents settings page, select any one of the categories as follows:
    1. All Sites
    2. Country Specific
    3. IRB/EC Specific
    4. General


  2. Once the category is selected the Document Type panel at the right is enabled where users can configure the following:
    1. Add a document as required
    2. Delete a required document
    3. Assign Event Types
    4. Configure Document Type Profile
    5. View the Change Log History


Add Documents as Required

To add a document as required, follow the steps below:
  1. Select a category and click +Add from the Document Types tab.


  2. On the Required Documents window, expand the folder dropdowns and select documents to mark as required.
  3. Click on the To be submitted by dropdown and select one or multiple contact types as required.
  4. Click the Languages and select one or multiple languages as required.
  5. Check the Event Driven checkbox if required.
  6. Click Save.


Delete Documents from the List of Required Documents

To delete a document from the required documents list, follow the steps below:
  1. From the Document Types tab, select the document type
  2. Click on the Delete button.


Assign Event types

To assign Event types to the document, follow the steps below:
  1. From the Document Types tab, select the document type.
  2. Click Assign Event Types.


  3. On the Assign Event Types pop-up window, select one or multiple event types form the Event Types dropdown.


  4. Click Save to add the event types or Reset Changes to remove the added event types.


  5. Check the Event Driven checkbox to enable events for the document type.


Document Type Profile

To configure the document types profile, follow the steps below.
  1. From the Document Types tab, select the document type.


  2. The Document Type Profile displays the following sections:
    1. Profile
    2. Doc Type Fields
    3. Bulk Fields Update
    4. Default Values
    5. TI Automate (if enabled)


  3. Refer to the Document Type Configuration section for more information related to document type profile configuration.