Getting Started

Trial Interactive helps clinical teams build an eTMF for clinical trials and manage content from author to archive. It all starts with workflow, metadata, and content strategy — define your essential documents, determine your required metadata, configure your index structure, and manage eTMF health in quality reviews, reports, and dashlets. Along the way, Trial Interactive helps you prioritize the eTMF and content workflows, collect the documents required to activate your investigative sites, collaborate with the study teams at the sponsor, CRO, and site, as well as integrate with other Clinical platforms so that you can sync with other teams and other types of data. This online help contains a descriptive overview of the Trial Interactive tool and step-by-step procedures of Trial Interactive functions.

If you are new to Trial Interactive, we recommend that you access the online version of this User Guide and view the job aids and videos stored there. They will walk you through many of the most common functions of Trial Interactive.