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Creating a new PDF request from a template

  1. From the Create Requests drop-down menu on any My Requests page, select Create from Templates.

    The Create from Templates page appears, displaying the Study Information fields.

  2. Enter the PDF request name and description.
  3. From the Select Custom Template drop-down list, select a template.
  4. If you are a site user, you must select a site from the Select the site for the request drop-down list.
  5. Click Next.
  6. Step through the Forms Options and PDF Request Settings pages.

    These have been prepopulated with the values from the template you selected. Note that the password option defaults have been restored on the PDF Request Settings page.

  7. Click Next.
  8. On the Review and Submit page, click Submit.

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