Create document library labels

Create labels to organize Library documents and use the labels across all studies in the account.

You must have a role with Account document configuration permission to complete this task.

1. Click menu in the page header. Then open the Account menu, and click Library documents.
2. Click Add new document label to enable input fields.
3. Enter a unique Document label including any alphanumeric character, spaces, emojis, or special characters ( ~!@#$ %^&*()_+-= []:";'<>,./? ).
4. Choose an Action type (Download required, Approval required, Choose response, or Attestation required).
5. Choose a Scope (Investigator, Institution, or Site). The account must have a primary composite datasource in order to create document labels scoped to Investigator or Institution.
6. Confirm your inputs and click Save to add a single label, or click Add new document label to add a new row of input fields, configure them, and then click Save. If you need to delete a row (before saving), click delete .
   After saving, you may not remove any label, but you can add a new, unique label to the list.