Library document labels

Document-related workflow tasks use your account's defined document labels to categorize Library documents and allow for versioning of similar documents affiliated with the same label.

Document labels

If you have Account document configuration permission, you can create account-level identifier labels for Document Library documents. For example, document labels might include “CDA” or “Data privacy agreement,” among others. Document label names must be unique (i.e., no duplicates), and they may include any alphanumeric character, spaces, emojis, and special characters ( ~!@#$ %^&*()_+-= []:";'<>,./? ).

When creating a new label on the Account document label configuration page, you must also specify one of the following Action Types when adding a new document label:

• Download required
• Approval required
• Choose response
• Attestation required

Finally, you'll specify the document label's scope as Investigator, Institution, or Site.

Note:

The account must have a primary composite datasource in order to create document labels scoped to Investigator or Institution. A primary composite datasource is not required to create document labels scoped to Site.

When you save the new document label to the list, you may not change or delete it; however, you can create a new document label if necessary.

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