Document Template Settings

In the Document Templates settings, Administrator users can add, edit, and delete document templates. Templates here refer to documents that can be used as a source document. Therefore, users can keep a library of template documents with multiple versions (for example, one version in French and one version in Korean) in this setting.

When you click on Add, a Create Template, a window will open up. Provide a template name, and choose a category to indicate where this document template will be used – General, All Sites, Specific Country, or Specific Site. Submit an attachment and lastly, you can choose to include this document template in the Regulatory Packet. To do so, click on the checkbox on the bottom left corner. Here, please keep in mind that if you put a checkmark here, this document template will be sent in the Regulatory Packet email even if they are not required documents for the investigative site.