Template Folders

The Template Folders panel is a crucial tool for generating the folder structure where all Investigative Sites' documents will be stored during the study. The structure created here follows the guidelines provided in the Configuration Manual.

Add Template Folders

To configure the template folders, follow the steps below:

  1. In the Template Folders window, select the Index Root folder to add a folder at the same index level.
  2. Click the + Add button from the top menu bar.
  3. Enter the name of the new folder.
  4. Select the newly created folder and click +Add again to create a subfolder.


Edit Template Folders

To edit the template folders, follow the steps below:

  1. Select the newly created folder.
  2. Click Edit from the top menu bar.
  3. Modify the folder name.


Delete Template Folders

To delete template folders, follow the steps below:

  1. Select a folder or sub-folder
  2. Click Delete from the top menu bar.


Configure Folder Security

To configure the folder security, follow the steps below:
  1. Select a folder and click Update Folder Security from the dropdown.


  2. On the Folder Security window, select either Groups or Users by clicking on their individual tabs.
  3. If Groups is selected, click the Filter dropdown and select a category.


  4. Drag group(s) and user(s) into the Security grid and set the define the access levels by checking or unchecking the checkboxes.
  5. Click Save.


  6. Click the Refresh Site Folders Security button from the top menu bar.


Restricted Site Personnel Folder

To configure the restricted site personnel folder, follow the steps below:
  1. Click the search icon next to the Restricted Site Personnel Folder text box.


  2. On the Select Folder window, choose the folders and click OK.


Configure Staging Folder

To configure the staging folder, follow the steps below:
  1. Click the search icon next to the Staging Folder text box.


  2. On the Select Folder window, choose the folders and click OK.


Note:
  • The Restricted Site Personnel Folder and the Staging Folder should not be the same folders.
  • The Staging Folder should not be a subfolder of the Restricted Site Personnel Folder.