Pre-populating documents with site-specific values

Oracle Site Select allows for merging of current Site Profile and study setup data to create site-specific CSV and generic documents. This functionality is available for Microsoft Word .docx files.

Oracle Site Select recognizes special placeholders that it replaces with values specific to the site that is downloading the CSV or generic document. Placeholders you add to the .docx file must be enclosed between curly braces {field_name}. Please note that spaces are not allowed within the curly braces.

Valid placeholders are:

{assign_user_email}

{pi_full_name}

{assign_user_name}

{pi_last_name}

{compound}

{pi_middle_name}

{inst_address1}

{pi_npi}

{inst_address2}

{pi_state}

{inst_city}

{pi_suffix}

{inst_country}

{pi_title}

{inst_department}

{pi_zip}

{inst_full_address}

{study_id}

{inst_name}

{protocol_number}

{inst_state}

{protocol_title}

{inst_zip}

{study_indications}

{pi_address1}

{study_sponsor}

{pi_address2}

{today_date}

{pi_city}

{today_date_eu}

{pi_country}

{today_date_us_mon}

{pi_degree}

{today_date_us_long}

{pi_department}

{today_date_us_verbose}

{pi_first name}

{trial_phase}

{pi_full address}

N/A

Parent topic: Managing CDAs and confidentiality statements