Documents

Store and manage all of your documents

Library Navigation

To get started, navigate to the Documents > Library tab. Once in the library, you can use the Study Selector and other filters to quickly find the documents you need.

Document Library

1

Basic Document Search Used to perform basic searches for documents such as by name, document number, site, or study.

2

Advanced Document Search Used to perform advanced searches for documents such as searching the content of documents.

3

Study Selector Quickly filter the documents by a particular study.

4

All Documents Displays all documents to which you have access.

5

Recent Documents Displays the documents you’ve viewed recently.

6

My Documents Displays the documents you’ve created.

7

Favorites Displays the documents you’ve favorited.

8

Document Inbox Displays unclassified documents to which you have access.

9

Open Monitor Feedback Displays documents that have been returned to your site from a monitor.

10

Saved Views Your saved views.

11

Filters Used to filter the current list of documents.

12

Save Views Used to create or edit saved views.

13

Sort Documents Used to sort the list of documents by creation date, modified date, document name, or document number.

14

Layouts Used to change the layout of the Library, including Detail, Thumbnail, Compact, and Grid layouts.

Feedback