Share study level document with all study countries

Do you need to add a new study level document to the library and share it with all existing study countries? Learn how to quickly share the document using this procedure.

  1. Click Study library in the top navigation bar.
  2. If necessary, select the study name in the persistent header.
  3. In the Add a document section, select the documents you want to share.
  4. If the document is related to a protocol, choose or enter the protocol version.
  5. Select or add a document Type. If necessary, you can add up to 25 unique document + Type instances. Click + (plus sign) to create additional instances.
  6. Click Continue to next step.
  7. In the View study library documents section, click the pencil icon to the far right of the document you want to share.
  8. If your organization stores files on a shared drive, enter the complete path to the file location, for instance http://myfiles.ICF.doc. Otherwise, if your organization stores files in Oracle Site Activate, click Attach File and upload the file.
  9. If enabled for your organization's account, select a Responsible party from the drop-down list.
  10. Optional: (Optional) Enter the document’s version ID and description, then change the date, if necessary.
  11. Click Done.
  12. Click the Share tab, select documents you want to share, then click Share now.
  13. Review selections, and click Confirm.