Compile an IP release package

Create the bundle of documents that will be included in the IP release package.

1. From the site details page or country details page, on the Your activities tab, click the Review filter.
2. Filter the list of review items as preferred. Click the item's placeholder to open the IP Package modal.
3. On the Activities tab, click Plan this IP package.
4. In the Study documents, Country documents, and/or PI/Site documents sections, check the documents you want to include in the package (click Continue, at the upper right, to advance through sections).
5. Enter the date you compiled the package (defaults to today's date).
6. Confirm the Protocol version (if required for your organization's account).
7. Click Complete activity.

You can see the list of selected documents and status in the Documents review section.