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Study Start-Up
The Start-up module is available to users who have the Study Start-up action selected in the user profile, who are members of the data room’s Study Start-up Team group, and who are Start-up Specialists in the data room.
The Study Start-Up Process in Trial Interactive
The Study Start-Up Module
Documents
The Documents Grid Pane
Document Dropdown
Edit

Edit

Select the checkbox of the document to be edited.
Click the dropdown menu of the Document button OR click the three-dot menu next to the checkbox of the selected document.
Select the Edit option.
The metadata panel is opened on the right side of the screen.
Make the required changes in the doc and click the Save button displayed at the bottom of the metadata panel.