Documents Module

Auto Purge Settings

Trial Interactive has the ability to purge deleted documents when needed. This can be done manually from the Deleted Documents view in the Documents module or it can be set up as an automatic process. The instructions for setting up the Auto Purge are below.

1. Navigate to Navigation Grid -> Settings -> Documents Module
2. Click the checkbox next to Enable auto purge. Refer to the screenshot below.

   

3. Adjust Days to auto purge by clicking the box and typing the number of days in the box below.
4. Click Save.

Document Expiration Settings

Document types where an expiration date is applied may eventually expire prior to the conclusion of the study. In cases such as this, Trial Interactive has several tools available to users for detection and replacement of expired or expiring documents. The settings for these are discussed here.

1. Navigate to Navigation Grid -> Settings -> Documents Module

   

• The Expiration dashboard view field controls how much lead time users will have to see and act upon an expiring document prior to its actual expiration date.
• The Expiration reminder field controls when reminder emails should be sent regarding documents that will be expiring soon.
  • Click Select from the Notification Recipients field to select users/groups who should receive a notification email.
• The Available Methods area allows room administrators to choose which options are available to their users in the Expiring Documents dashlet.
  • Replace Attachment will allow users to replace the file attached to the existing metadata. All versions of the document will be visible in the ‘Versions’ tab of the metadata panel.
  • The ‘A new version was already Submitted. Please remove this Document from the expiration list’ option indicates that another version of this document has been submitted to the room as a separate document and that the expiring document should be removed from the list of expired/expiring documents.

Duplicate Check Options

The methods that the room uses to detect duplicate documents are typically decided upon during room configuration but there is still one option remaining to room administrators which can be altered. Please note that the Service Desk has additional options and should be consulted when seeking to change duplicate detection requirements.

The ‘Find document duplicates by hash’ option allows the room administrator to enable or disable this particular duplicate check functionality. In short, a document hash is an alphanumeric representation of the qualities of a document.

Automatic Document Name Generation

Room owners can choose to set the auto naming pattern for a document type and generate the document name automatically as per the set pattern. This is typically set up during the room configuration process and is not normally adjusted during the course of the study. Should you need to make any changes to automatic name generation settings, we recommend partnering with the Trial Interactive Service Desk.

• Enable the Use document upload date as the document date for bulk upload and Inbox option by ticking the checkbox.
  • Now, the upload date will automatically be assigned as the document date in the document profile.

Use Separator Sheet for Multiple Documents Print

This option impacts the “Print” function available in the Documents module. Users can choose to print multiple documents. What the system initially does is to create a .pdf file from all of the chose files which can then be downloaded or printed locally. This option, when enabled, causes a separator sheet to appear between each of the source documents.

Enable View by Tag for Documents

This option, when enabled, provides room users with the option to view documents in the Documents module by the value in the Tag field. This metadata field may be enabled or disabled and may be assigned to certain documents or to all documents just as with any metadata field. The View by Tag option here does not enable to metadata field for use, for that, please reach out to the Trial Interactive Service Desk or set up the field during room configuration.

The View by Tag metadata field allows users to apply tags (similar to the # applied to posts in social media) to documents. This would indicate that any documents with the same tag are related by the tag. One example might be tagging documents submitted in a certain language so that they could all be viewed together regardless of document type. One especially valuable element of this is that multiple tags can be applied to any document, meaning that documents can be cross-referenced by applying several tags.

Enable coding on Mass Import Window as Default Option

When users import documents, there is often a panel on the right-side of the import window which can be enabled or disabled depending on whether or not the user wishes to apply metadata to the documents being uploaded. This option would cause that panel to be activated by default when uploading documents.

Enable Site Folders Tree for the Upload Dashlet

This option, when enabled, allows users to see the site-related folders present in the Documents module and allows the user to choose which folder should house the documents being uploaded.

Enable Causality Tracking for Final Documents Metadata Edit

Administrators and Document Manger users have the ability to alter metadata for final documents in a study room. Enabling this option has two effects:

1. The user, upon changing metadata for a final document, will be requested to provide a reason for making the change.
2. Mass Coding will be disabled in the study room.