Create a custom archive with blank forms

The Custom Blank Forms request type produces blank forms only, but allows you control over all settings that relate to blank form output.

Show me how!

Tip:

Create this archive as a test run to make sure that the PDF output contains the data that you need.

1. From the Create Requests drop-down menu, click Create New PDF Request.
2. On the Study Information page, accept the default PDF Request Name (composed of the study name and the current date-time) or enter a different name.
3. Enter a Description (optional), select Custom Blank Forms PDF, and click Next.
4. Complete the Forms Options page:
   1. Enter Header Text to appear at the top of each form in the PDF output. The default is the study name.
   2. Select a Page Size, either Letter (8-1/2 " by 11") or A4 (European letter size: 210 x 297 mm).
   3. Specify the Blank Form Format—either one of each form or as a casebook containing all forms, even those that are repeated. See How can I handle blank forms?
   4. To display bookmarks, headers, and labels in Japanese, from the Headings Language drop-down list, select Japanese.
   5. In the Footer Text field, enter up to 30 characters to alternate left and right on all pages of the PDF output. If no footer is specified, the footer on each page of the PDF is ***Confidential***, along with page numbers; e.g., Page 1 of 115.
5. Click Next to advance to the Request Settings page.
6. If the Enable eTMF download setting appears, select it to make the PDF output available where someone with the eTMF right can access it. See Can I make the PDF output available to an eTMF system?
7. In the Data Format section, select Include Bookmark Prefixes to add a prefix (for example, CRF, Form, Visit, Study) to PDF bookmarks.
8. Specify Additional Content options:
   1. Use the Include data as of date and time setting to include all data available at the current date and time or up to (as of) the date and time you enter. The earliest date you can select is the enrollment date of the first subject. See How does the Include data as of date and time option affect the output?
   2. To include all study versions, select All or select Select from list and choose one or more study versions and click Save.
9. Enter Security Options:
   1. To require a password to make changes to the PDF, select Prevent Form Change. Select System-created: Hidden to permanently prevent form changes to the PDF. Select No to allow PDF output to be modified.
      • This selection disables the Prevent Form Comments Changes and Prevent Content Extracts and Copying options.
      • Passwords are not saved in the application and must be retained.
   2. To prevent comments from being added to the output PDF, select Prevent Form Comments Changes. Select No to allow comments and annotations.
   3. To prevent contents from being copied from the output PDF, select the Prevent Content Extracts and Copying setting.
10. Click Next.
11. Review your settings and click Submit.
12. To create another request, click Yes, Create Another, or to process this request, click No, Go to Processing Page.
13. You can monitor the progress on the My Requests - Processing page.
    • To update the processing statistics shown, click Refresh.
    • To pause processing, select a request checkbox and click Pause. To resume processing, click Resume.
    • To cancel the request, select a request checkbox and click Cancel.

    When the request disappears from the My Requests - Processing page and moves to the My Requests - Completed page, processing is complete.

14. Select the checkbox and click Download.
15. Review the output.