Export Required Documents

In this panel, Administrator users can export either All required documents or Selected documents.

Refer to the screenshot below:

Required Documents can be exported in two ways:

Select All required Document Option to export documents from all document source categories
Select Selected documents option.
1. Export window opens for you to choose from Amendments or/ and eTMF or/ and Site Activation sources of documents.
  Refer to the screenshot below:
2. Select the required Document Source/s and click Next.
3. New Export window opens for you to select required Entity Types and Categories to export documents.
  Refer to the screenshot below:
4. Click Next.The final Export window opens to review criteria chosen by you.
  Click Previous to make changes in the selection or click Next to export Required Documents.
5. On successful exporting of Required Documents, you will receive a notification.
6. An excel file is generated with a list of required documents and you can save the file for your records.
  Refer to the screenshot below: