8 Manage documents

To view and manage your documents, click menu icon at the upper right of your screen and choose documents. You’ll see two tabs on this page, Study documents and Library documents. Access to Library documents is available only if you have logged in to the site portal.

On the Study documents tab, you can manage all the documents exchanged in a study (e.g., all CDA versions, protocol and other study documents exchanged with the CRO/sponsor, feasibility survey questionnaire PDF, and your completed survey). Click the document name to open the details drawer, where you can review the related task history and download the document.

If your CRO/Sponsor activated the optional Investigator library, and you’ve logged into the Site portal, you can manage those documents under the Library documents tab. The library stores investigator documents at the global account level so they can be re-used across studies (e.g., privacy consents, data use consents, master CDA etc.). If you have access to the Library documents tab, click the Document label to open the details drawer.