Required Documents

Administrators can set certain Document Types as Required/Essential Document Types to be collected, and a placeholder will be present to track the collection of required documents.

The Required Documents feature aims to streamline the management and tracking of necessary documentation within the eTMF system.

• Associate Required Documents with Responsible Departments
• Maintain Placeholders in eTMF Completeness View
• Set Default Document Type to Current Folder
• Deletion of Associated Placeholders on Contact Deletion
• Conversion of Required Documents to Placeholders
• Marking Missing Documents as 'Fulfilled Without Content'

To access the Required Document settings, follow the steps below:

1. From the waffle menu (navigation grid) select the Settings module
2. Select the Required Documents from the left-hand navigation pane.

   

3. Within Required Documents, administrators can configure the following setting
   1. Required Documents
   2. Amendments
   3. Export