Impact analysis

Review a quick summary of the business and functional impact of enhancements included in the 26.1 release.

Enhancement	Enablement setting	Impact
TMF Viewer - Staging area in TMF Viewer	Feature flip: N Config related: N All studies: Y New role permission required: Y (Allow removing files from TMF staging area) Dependent feature: N	The new TMF Viewer Staging Area lets you upload, preview, search, and organize files before attaching them to documents. You can assign a staged file to an existing or new document, use it to replace a document file, or remove it with permission, with activity recorded in audit history.
TMF Viewer - Document forward and back navigation	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	The TMF Viewer artifact drawer now lets you move through all documents in the current list with previous and next buttons and a position counter, including documents beyond the grid’s new 1,200-row display limit.
TMF Viewer - Type column displays Document and Contract type	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	The TMF Viewer’s All Documents view now includes a sortable, optional Type column showing each item’s document type, contract type, or both.
TMF Viewer - Study selector uses shared favorites	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	The TMF Viewer and Site Activate study selectors now share favorite selections, showing blue stars for favorite studies and sorting them to the top.
Document management - Artifact drawer split view	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	A split view in the document artifact drawer so you can preview an attached file alongside its details and activity, with controls for file actions, navigation, and full preview.
Document management - Full window width file preview	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	26.1 introduces a full file view for artifact previews from Study, Country, and Site lists and the eTMF Viewer, while Corrections and package workflows open previews in a new window or tab and Study Library and note attachments retain the legacy preview.
Document management - File renaming from naming convention template	Feature flip: Y (Enable automatic file rename) Config related: N All studies: Y New role permission required: N Dependent feature: Y (create file name in File Name Configuration)	Lets studies use an account-configured file naming convention to automatically name files from selected metadata, reducing manual renaming.
Document management - File upload details	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	The artifact drawer’s File panel shows who uploaded a file and when, in both regular and split view.
Document management - Completed activity decisions	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	Decision tooltips to completed activity steps and updates the artifact drawer’s current-step border and button styles without changing workflow behavior.
Document management - Version Date field	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	Optional, customizable Version Date field wherever Version ID is available, displays saved dates in artifact lists, and requires a Version ID whenever a Version Date is entered.
Document management - File name character limit validation	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	Counts the period and extension in real-time file name validation and shows clearer errors when a name exceeds 254 characters or 255 bytes.
Document management - Document sub-status for Activate and eTMF items	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: Y (Site Activate and Oracle eTMF enabled)	If using both Site Activate and Oracle eTMF, new sub-status icons distinguish start-up progress from filing and review progress, while the eTMF Viewer offers an optional column, search, and filter for those sub-statuses.
User account management - Preferred default home page	Feature flip: N Config related: N All studies: Y New role permission required: N Dependent feature: N	Users with access to both Activate and Oracle eTMF can choose which opens by default at login, with Activate remaining the default until they change the setting in My Profile.