Page Mapping with Topics
This section gives you an overview of the TI 10.1 topics that are mapped to pages in this help.
| Keyword | Topics in help | Recommended Page Title in help | Job Aids | Videos |
| Login | Login using MultiFactor Authentication Login using Google Autheticator Logging in on Subsequent Visits |
Getting Started | ||
| Password | Request a passoword Reset | Getting Started | ||
| Home Page | Summarized View of rooms Detailed View of rooms |
Trial Interactive Home Page | ||
| Uploading and Importing Documents | Uploading documents to room Importing documents to a room |
Trial Interactive Home Page Importing Documents and Metadata |
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| Documents | Deleted and Expired Documents | Deleted and Expired Documents | ||
| Navigation | Main Navigation Changing Rooms from within a room |
Main Navigation and Inter-Room Navigation | ||
| Users | Creating, editing and deleting users Inviting Users - Qucik Invite Regular Invite Resending Invitations |
Users Management Room Settings → Security → Users |
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| Groups | Creating , editing, and deleting groups Adding, editing and deleting users from groups |
Users Management Room Settings → Security → Groups |
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| My Profile | My Profile Settings My Profile Notifications |
My Profile Settings User Menu |
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| Dashlets | Dashlets | Dashboard and Dashlets | ||
| Room Index | Index Views | Trial Interactive eTMF and Documets Module → Documents View → The Room Index | ||
| Document Grid | Previewing Documents and Metadata Copying or Moving Documents Documents Context Menu (right-click on a document) |
Trial Interactive eTMF and Documets Module → Documents View → The Documents Grid | ||
| Documents Cart | Documents Cart | Trial Interactive eTMF and Documets Module → Documents View → The Documents Grid → Top Ribbon Bar | ||
| Searches | Documents Search, Searching Users, Advanced Search, Room Search | Searches | ||
| Quality Control | Editing an Existing Workflow Auto-Claiming a Document, Reassigning a Reviewer, Resolving a Query |
Quality Control Settings Quality Control Process |
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| Quality Review | Creating an Audit Profile Performing Audits Exporing Audits Performing Audit Response Resolving Queries Adding document back to Audit Profile |
Quality Review | ||
| Tasks | Adding, Editing and Deleting Tasks Exporting Tasks Assigning Tasks |
Tasks | ||
| eSignature | TI eSignature | eSignature → Signing documents in TI eSignature. | ||
| Adobe eSignature | eSignature → Signing documents in Adobe eSignature. | |||
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DocuSign eSignature |
eSignature → Signing documents in DocuSign eSignature. | |||
| CRA Reconciliation | Documents Reconciliation | CRA Reconciliation → Documents Reconciliation | ||
| CRA TMF Reconciliation Report | CRA Reconciliation → Creating and Viewing the CRA TMF Reconciliation Report | |||
| Contacts | View Contacts Contact Data Convert to User(s) |
Sites, Required Documents, Countries and Contacts → Contacts | ||
| Sites | Site Views Adding, Editing and Deleting Sites Site Security Importing Sites Exporting Sites |
Sites, Required Documents, Countries and Contacts → Sites | ||
| Communications | Communication Inbox Communication Outbox |
Communications | ||
| Q and A | Creating Questions and Answers Exporting Q&A Deleting Q&A |
Q&A → Q&A Module | ||
| FAQ | Creating, editing and deleting FAQ Emailing FAQ Exporting FAQ FAQ's Cart |
FAQ → FAQ Module | ||
| Milestones | Configuring Milestones Adding Milestones to Document Types, Studies, Countries Editing and Deleting Milestones |
Milestones and eTMF Completeness → Milestones | ||
| eTMF Completeness | CRA Visit Types | Milestones and eTMF Completeness → eTMF Completeness |