Project Documents Overview

The purpose of the Project Documents module is to provide the user with easy access to information related to the project, such as protocols, blank forms, training materials, guidelines, etc. Documents are grouped according to their Document Category and Document Type as defined in the Administration tab.

If a document is not listed, check:

Administration tab: Is there a Document Category and Document Type for this document?
On the Project Defaults tab of the Document Type module, is the Available on all Projects field checked?
If this field is not checked, is the document added to the project on the Project Tables > Project Document Types?
If so, a user with the proper permissions can add the document type into this module, Project Documents (see below).

To add a record, select Active under the Records filter and click , or to edit or view a record, click , which opens the Document module. To find an item, enter a word or string in the Search filter. To remove all search options, click the button.

Download Documents

To download an individual document, click next to the document that you want to download. Click to download all documents that have been uploaded or linked, which will place them into a zip file. This button will be hidden when the Enable Document Export to Zip File Configuration Variable is set to False, which can be found in the Administration tab, either in the System Configuration, Domain Configuration, or Project Configuration modules and the Documents configuration group. Administrators can place a password on documents to prevent them from being downloaded by entering a value in the Report Zip Password configuration variable under the Reports configuration group.

Click to create this list into a PDF document and click to open the list into a spreadsheet.

Columns can be sorted in ascending or descending order by clicking the column heading.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Field	Description
Search Fields
Category	The user can filter the records on the Document Category under the Project base table.
Records	The user can filter the records based on whether they are active or inactive, or simply select all records.
Search	The user can enter any word or string to see if it exists in the database.
Column Headings
Document	This column lists the name of the document.
Comment	This column lists any comments entered about the document on the Document module.
TRIAL MASTER FILE
Override	A check in this column indicates that the TMF Location has been changed from the assigned TMF model for the project.
TMF Location	This column indicates the first, second and third level assigned to the document on the TMF model.
DATE/EXPIRATION
Date	This column indicates the date that the document was listed in the database.
Expires	This column lists the date that the document expires, if entered on the Document module. This field will be visible when the Display Expiration on Overview and List Configuration Variable on the Document base table is set to True.
SHARING
Country Docs	A check in this column indicates that the document will appear on the Country Documents page. This column is populated by the Sharing tab on the Document module. It may be set on the Document Types System Tables page for the Document base table.
Site Docs	A check in this column indicates that the document will appear on the Site Documents page. This column is populated by the Sharing tab on the Document module. It may be set on the Document Types System Tables page for the Document base table.
Has Filters	A check in this column indicates that filters have been set and only those documents will appear on the Site Documents page. This column is populated by the Sharing tab on the Document module.
UPLOAD/LINK
Upload/Link Date*	This column indicates the date that the document was uploaded or linked to the system. This field will be visible if the Display Upload/Link on Overview and List Configuration Variable under Site Documents configuration variable is set to True.
User*	This column displays the initials of the user who uploaded the document. This field will be visible if the Display Upload/Link on Overview and List Configuration Variable under Site Documents configuration variable is set to True.
Type	This column displays an icon of the document's file type, e.g. Word, Excel, PDF, etc. The available icons are listed on the Document Extensions page on the System Tables page of the Administration tab. This field will be visible if the Display Upload/Link on Overview and List Configuration Variable under Site Documents configuration variable is set to True.
Src	This column displays an icon that indicates the location and availability of the document. This field will be visible if the Display Upload/Link on Overview and List Configuration Variable under Site Documents configuration variable is set to True. Uploaded to CTMS Database Linked to Network File Linked to Network File, but file is not found Linked to Network File, not linking to network files is no longer enabled in Configuration Linked to SharePoint Document Linked to SharePoint Document, but document is not found Linked to SharePoint Document, but linking to SharePoint is no longer enabled in Configuration or the SharePoint Site has been inactivated