Export Required Documents

In this menu, Administrator users can export either All Required Documents or Selected documents. Refer to the screenshot below:

Required Documents can be exported in two ways:

1. Select the ‘All Required Documents’ option to export documents from all document source categories.
2. Select the ‘Selected documents’ option to indicate which documents should be exported.
   • The Export window opens for you to choose from Amendments, Site Activation Requirements, or eTMF documents. Refer to the screenshot below:

     

   • Select the required Document Source/s and click Next.
   • A new Export window opens for you to select the required Entity Types and Categories. Refer to the screenshot below:

     

3. Click Next. The final Export window will open for you to review the chosen criteria.
4. Click ‘Previous’ to make changes in the selections or click ‘Next’ to continue.
5. Press the ‘Export’ button to export the list of documents selected.
6. A notification will display indicating that the job was completed successfully.
7. An Excel file is generated with a list of required documents, and you can save the file for your records.