Documents: Available Tasks


The tasks below can be completed from the Document Exchange Documents tab:

Documents

Download Document

Complete the following steps to download a document to open, save, or print locally:

  1. Locate the document in the Documents table.
  2. Select the Download icon related to the Document Action.

Resend Document

Complete the following steps to resend a document to the connected sponsor or CRO’s vault:

  1. Locate the document on the Documents table.
  2. Select the Resend icon related to the document.
  3. Complete the Comments to Sponsor/CRO field.
  4. Select Send.




Document Actions: Available Tasks
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