Required Documents

  1. From the left section of the panel, you can select the category (Sites, Country, IRB/EC, and General) of the Required Documents. By default, the All Sites category is chosen.
  2. From the right section of the panel, named Document Types, you can:
  • Add or Delete a Required Document to the category selected from the left pane.
  • Assign Milestones to selected Required Document Types.
  • Assign Event types will help to enable Event Types.

  • Document Type Profile display All fields shown in the screenshot below.

  • View the activity log of the selected category from the Change Log
  • Once a Required Document is added, it appears in the Document Types Grid.