Create an archive with only blank forms

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Create an archive with only blank forms

The Blank Forms Only request type produces a PDF containing the blank forms (no eCRFs).

Video icon Show me how!

Tip Tip: Create this archive as a test run to make sure that the PDF output contains the data that you need.

  1. From the Create Requests drop-down menu, click Create New PDF Request.
  2. On the Study Information page, accept the default PDF Request Name (composed of the study name and the current date-time) or enter a different name.
  3. Enter a Description (optional), select Blank Forms Only, and click Next.
  4. Complete the Forms Options page and click Next.
    1. Enter Header Text to appear at the top of each form in the PDF output. The default is the study name.
    2. Select a Page Size, either Letter (8-1/2 " by 11") or A4 (European letter size: 210 x 297 mm).
    3. Specify the Blank Form Format. See How can I handle blank forms?
    4. To display bookmarks, headers, and labels in Japanese, select Japanese from the Headings Language drop-down list.
    5. In the Footer Text field, enter up to 30 characters to alternate left and right on all pages of the PDF output. If no footer is specified, the footer on each page of the PDF is ***Confidential***, along with page numbers; e.g., Page 1 of 115.
  5. Enter the Blank Forms Only request settings and click Next.
    • Enable eTMF download—Make the PDF output available where someone with the eTMF right can access it. See Can I make the PDF output available to an eTMF system?
    • Include versions as of date and time—The export includes all eCRF forms available at the current date and time or up to the date and time specified. The earliest date you can select is the enrollment date of the first subject.
    • Study Version—To include all study versions, select All or select Select from list and choose one or more study versions and click Save.
  6. Review your settings and click Submit.
  7. To create another request, click Yes, Create Another, or to process this request, click No, Go to Processing Page.
  8. You can monitor the progress on the My Requests - Processing page.
    • To update the processing statistics shown, click Refresh.
    • To pause processing, select a request checkbox and click Pause. To resume processing, click Resume.
    • To cancel the request, select a request checkbox and click Cancel.

    When the request disappears from the My Requests - Processing page and moves to the My Requests - Completed page, processing is complete.

  9. Select the checkbox and click Download.
  10. Review the output.
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