How can I verify that the Download Zip file has all of the uploaded documents in the TMF?

When a user wants to have a file that includes all of the documents that have been previously uploaded to the eTMF, they will use the "Download Zip" button found in PORTFOLIO > DOCUMENTS.

Use of the "Download Zip" button creates a .zip file with all of the documents. In the .zip file, there will be the folder containing the documents and a file called "Table of Contents.txt".

To verify that the correct number of documents were downloaded, do the following:

1. Once the file is downloaded, unzip the file so you see one folder containing all of the documents and the Table of Contents file.
2. Open the Table of Contents file and scroll down to the point where the folder path for documents ends.
3. Go to CTMS Reports and run 04.01 Documents List as a report that includes “Posted On/By” so that you identify documents that have been uploaded.
4. Filter the report on the column Posted On/By and at the bottom of the screen you will see the number of records that meet this condition – that is, they have been uploaded.
5. Compare the number associated with the last folder path in the Table of Documents file with the number of records in the filtered CTMS Report – they should match.