Recordings
Risk Metrics
Subscription Management
Customizing Your Client Workspace
Contracts and Payments - Sites
- Associate Fixed Fee Contracts to Sites - Create New
- Associate Fixed Fee Contracts to Sites - Existing Contract Templates
- Associate Subject Contracts to Sites - Create New
- Associate Subject Contracts to Sites - Existing Contract Templates
- How to Create a Fixed Fee Contract Template
- How to Create a Subject Fee Contract Template
Forecasting
- Forecasting: Overview and System Dependencies
- Study Forecasting Setup
- Forecasting - Study Cost Projections
- Forecasting - Subject Cost Projections
- Forecasting - Subject Enrollment Projections
- Forecasting: Study Cost Projections
Data Management
- Removing Projected Visits for Subjects No Longer on Study
- Startup Tracking "Actuals" Columns
- Study Targets and Actuals Tracking
- How can I determine what data are being used for the chart or graph and for any of the views?
- The Data in EDC Doesn't Match the Data in SimpleTrials
- How to remove a study from the Study Chooser list
eISF Portal - FOR SITES
- Which documents are required to be uploaded in the eISF PORTAL for my site to be activated?
- How to Remove a Document Record or File Attachment from the eISF Portal
- How to Find the Documents Most Recently Added to the eISF Portal
- How Does the Site Get a List of the Required Study Documents?
- How to find specific documents in the eISF Portal
- Introduction to the eISF Portal for Site Staff
eISF Portal and Setup - FOR STUDY TEAM
Payments
Security Settings
Contacts and Organizations Management
Admin Capabilities
All Published FAQs
- Why Am I Unable to Select "review for approval" When I Try to Review an eVisit Report?
- How do I move or copy documents to a different folder?
- How are the Projected Columns Calculated in Forecasting Section 2?
- How do I add and remove Phantom/Actual subjects in Forecasting?
- Why is my filter not working in CTMS Reports?
- Are visit letter allocation calculated per letter or per template generated?
Guides
eTMF
- Filename Conventions: Automations
- Filename Conventions: Setup
- How to Send a Document for Signature with DocuSign
- How to Sign a Document with DocuSign
- Why Am I Getting a Permissions Error in the eTMF?
- Why Can't I remove Documents?
DRAFTS FOR REVIEW
eVisit Reports
Study Setup
- How to Create a Subject Visit Schedule
- Study Profile Section 6. Subject Visit Schedule
- How to complete Study Basics(2) section of Study Profile
- How to Manage Your Study List in the HOME/STUDY CHOOSER
- Create or Edit an eVisit Report Template
- Why Can't I assign a Visit Schedule to my Contract Template?
eVisit Reports
- Create an eVisit Report from a Copy of an Existing Report
- Generating Confirmation and Follow-up Letters
- Can I edit an Approved eVisit Report and retain the original Submission and Approval Dates?
- Customize a Table in an eVR Template
- How to Remove an eVisit Report
- How to Create an eVR Template for Custom Site Visit Type
User Management
- Users Accessing Multiple Workspaces
- My Tasks: What is Included?
- How to Manage Study Roles for Users
- Removing Users Study Access
- Help With Two-Factor Authentication (2FA)
- How To Reset Two-Factor Authentication