Custom Blank Forms
Like the Custom PDF, you have access to all available settings, but the output only includes blank forms with active controls and no subject data.
Tip:
You can generate a Test Run first to ensure the PDF output contains the correct data.Here's what a Custom Blank Forms request includes
- Request Settings
- Blanks forms with active controls for each study version.
Follow the steps below to create a Custom Blank Forms request
- On the My Requests - Processing page, click Create Requests, then select Create New PDF Request.
- On the Study Information page, update
the PDF Request Name (if applicable), enter an
optional PDF Request Description, select
Custom Blank Forms, and click
Next.
Note:
The request name defaults to the study name plus the current date and time. - Complete the Form Options, then click
Next.
Table 2-9 Custom Blank Forms Form Options
Option Details Header Text - Enter text up to 90 characters to appear at the top of each page on the PDF.
- The study name is the default value.
Page Size - Letter: (default) 8-1/2" by 11"
- A4: European letter size: 210 x 297 mm
Blank Form Format
For more information, see How can I handle blank forms?
- Unique Forms: One of each form in your study.
- Casebook: (default) All forms, even those that are repeated.
Headings Language - Specify the language to use for labeling bookmarks, headers, and footers.
- English is the default language.
Footer Text - Enter text up to 30 characters to appear in the footer of each PDF page.
- ***Confidential*** along with page numbers is the default.
- Complete the Request Settings, then click
Next.
Table 2-10 Custom Blank Forms Request Settings
Setting Details Select the rights group to control content - The rights group selected determines what content gets included in the PDF output.
- The default is the logged-in user's rights group.
Include Bookmark Prefixes - Select Yes to include prefixes (for example CRF, Form, Visit, Study) in PDF bookmarks.
- Select No (default) if bookmark prefixes are not needed.
Include versions as of date and time - Select Now (default) to include all study versions up to the date and time displayed.
- Select Select date/time to enter a specific date.
Study Version - Select All (default) to create blank forms for all study versions.
- Select Select from list to select one or more specific study versions.
Prevent Form Changes - Select Yes
to require a password to make changes to the
PDF.
Note: When set to Yes a field appears allowing you to define a password.
- Select System-created
: Hidden to permanently prevent form
changes to the PDF.
Warning: This system-created password cannot be retrieved.
- Select No (default) to allow PDF output to be modified.
Prevent Form Comments Changes - Select Yes to prevent comments and annotations from being added to the output PDF.
- Select No (default) to allow PDF comments or annotations.
Prevent Content Extracts and Copying - Select Yes to prevent contents being copied from the output PDF.
- Select No (default) to allow content to be copied.
Password
Note: Appears only when Prevent Form Changes is set to Yes.
Specify a password to be used when Prevent Form Comments Changes and Prevent Content Extracts and Copying are set to Yes.
Note: The password entered is not saved in the application and must be retained by the user.
Re-enter Password Re-enter the password exactly as entered in the Password field. - Review the request settings displayed on the Review
and Submit page for accuracy.
- Click Save to save the request to the Saved tab under My Requests. You can access this request later to make edits and generate it.
- Click Print to print a copy of the request settings. The zip file also includes a copy of the request settings.
- Click Submit to generate the request.
- The PDF Request Submitted window opens and presents the
following options.
- Click Yes, Create Another to return to the Create New PDF Request page.
- Click No, Go to Processing Page to be taken to the My Requests - Processing page.
- On the My Requests - Processing page,
click Refresh until the % Complete column displays
100.
Note:
Completed requests are moved to the My Requests - Completed page. - You can now Download the PDF.
Parent topic: Create an archive