Required Documents

The Required Documents Settings allow Administrators to define and manage the required documents for a study. Some document types may be mandatory for all investigative sites, while others may be required only for sites in specific countries. These settings are typically configured at the start of a study but can be adjusted if needed during the study. Once Document Types are set up for a room from Document Types Management, you can set up the Required Documents.

Note: It is recommended that administrators contact the Trial Interactive Project Management Team if any changes or additions are needed.
  1. Navigate to Navigation Grid -> Settings Module
  2. Select Required Documents from the menus on the left.

  3. Required Documents can be defined for the following:

    • All Sites
    • Country Specific
    • IRB/EC Specific