Header Text

Custom text that appears in the table header. Default is the InForm study name. Required.

Page Size

Specify the page sizes for the PDF file. Required.

• Letter—8.5 x 11 inches. Default.
• A4—210 mm x 297 mm.

Generate Index

Create a PDX (index) file for a set of PDFs. If you generate an index, you can use the Adobe Acrobat search feature to search PDFs by keyword. Required.

Blank Form Format

Specify the organization for the PDF files:

• Unique Forms—One copy of each unique form in the study version arranged alphabetically.
• Casebook—Copies of all the forms in the study version arranged as they appear in the casebook. Default.

Verify PDF After Generation

Run a post-processing script that verifies that the CRF Submit application generated a valid PDF file for every subject in the InForm study and that the bookmarks work correctly. Default.

Candidate Queries

Include candidate queries.

Note: A candidate query is visible in InForm only to those users who have appropriate rights (for example a CRA).

Reduce File Size when >=

Run the Reduce File Size option in Adobe Acrobat. If selected, specify a minimum file size for the process to run. Default is 100 MB.

Note: If you select this option, the PDF files are only viewable with Adobe Reader version 6.0 and higher.

Generate Linking Blank Forms

Generate a set of blank forms to use for reference with PDF files, typically for a multilingual study. If you select this option, specify the language for the blank forms. Typically, these forms are in a different language than the submission language. The Generate Linking Blank Forms drop-down list is automatically populated with the languages used in the InForm study.

Note: The Generate Linking Blank Forms option only works with the InForm GTM (InForm 4.7, InForm 5.x, and InForm 6.x) releases. If you select the Generate Linking Blank Forms option for a study created in the InForm ITM (InForm 4.5 and InForm 4.6) release streams, the CRF Submit user interface displays an error message.

Require Password to Change Document

Prevent changes to the PDF file. If you are creating a site archive, it is recommended that you select this option.

Require Password to Change Form Comments

Prevent data from being added to the PDF file. If you are creating a site archive, it is recommended that you select this option.

Note: If you select both the Require Password to Change Document and the Require Password to Change Form Comments options, active controls will not be enabled and their options will not be visible in generated blank form PDFs.

Password

Specifies a password. If you use any of the Adobe security options, you must specify a password. This allows access to the security options within the PDF so that changes can be made at a later date.

Note: The security options have no effect on the ability to open and view a PDF file. Regulatory guidelines state that you should not include any security settings or password protection for submission PDF files.

Re-enter Password

Re-enter the password for password protected fields in order to confirm that the original password entered is correct.

Display passwords in plain text

Display the text entered in the Password and Re-enter Password fields.

Hidden Item Option

If you do not want to include items that are hidden to certain rights groups in the InForm study, select which hidden items to exclude. Use the search box to search for a rights group.

• Hide None—Default.
• Hide All—Exclude all items that are hidden to any rights group.
• Hide Selected—A list of all the rights groups in the InForm study appears.

  Select a rights group to exclude items hidden to it.

  Note: To select more than one rights group, click multiple groups.

Selection Criteria

If you do not want to extract data from all subjects and sites, specify the subjects or sites whose data you want to export. Use the search box to search for a subject or site.

• Export All Subjects and Sites—Default.
• Export by Subject—A list of all the subjects in the InForm study appears.

  Select the subject for which you want to extract data.

  Note: To select more than one subject, click multiple subjects.

• Export by Site—A list of all the sites in the InForm study that the InForm user has access to appears.

  Select the site for which you want to extract data.

  Note: To select more than one site, click multiple sites.

  Data is extracted for all subjects in the selected sites.

All

Selects all rights groups for hidden item selection.

Selects all sites, subjects, forms, or visits when exporting by site, subject, form, or visit.

Reverse

Selects the unselected rights groups and deselects the selected rights groups for hidden item selection.

Selects the unselected sites, subjects, forms, or visits and deselects the selected sites, subjects, forms, or visits when exporting by site, subject, form, or visit.

Right arrow icon

Move the selected rights groups to the Selected Rights Groups list.

Move the selected sites, subjects, forms, or visits to the Selected Sites list, Selected Subjects list, Selected Forms list, or Selected Visits list

Left arrow icon

Remove the selected rights groups from the Selected Rights Groups list.

Remove the selected sites, subjects, forms, or visits from the Selected Sites list, Selected Subjects list, or Selected Forms list, or Selected Visits list.

Back

Navigate back to the previous page.

Next

Navigate to the next page. You must enter all of the required fields before you can move on.

Cancel

Cancel the work order and return to the Monitor page.

Return to Monitor

Navigate to the Monitor page.

Configuration icon

Navigate to the Configuration Options page.

Help icon

Open the context-sensitive Help.