Add a note

Notes allow you to add a free-text comment with an associated file attachment, and you can indicate a response due date as well. If enabled for your account, you can also optionally share the note with CRO or sponsor users.

1. From a country details or site details page, click the Notes tab.
2. In the Add a note form, Select a type from the drop-down list. Choose a note type or select Other to enter free text.
3. Enter optional note Highlights (e.g., one or two words or a brief summary phrase).
4. In the Details free text field, enter the note (10,000 characters maximum).
5. If preferred, check Note response due and choose a due date.
6. Click Attach File to upload a file.
7. If you attached a file, and if enabled for your account, click the Share this file with Sponsor / CRO check box.
8. If enabled for your account and appropriate to the note, click the Share this note with sponsor / CRO or check box.
9. Click Add.