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Editing or deleting a template

An authorized sponsor user can edit and delete any sponsor template, including templates created by other sponsors. Site users can only edit and delete templates they created.

  1. Under the Templates section of the navigation pane, click Manage Templates.

    The Manage Templates page appears, displaying a list of saved templates, including the template name, the date and time it was last modified, and who it was created by.

  2. To find a specific template, type its name in the Template Name search field or the name of the user who created the template in the Created By field.

    The templates that match your search criteria appear.

  3. To delete a template, select the checkbox associated with the template, and click Delete.

    The application deletes the template.

  4. To edit the template, select the checkbox associated with the template, and click Edit .

    If the template was created by another user, the application asks you to confirm that you want to edit the template.

    The Edit Template page appears.

    The application has populated the Study Information, Form Options, and PDF Request Settings pages with the settings from the selected template.

  5. Modify the settings as necessary.
  6. To save the changes to the template, on the Review and Submit page, click Save Template.

    The Template dialog box appears.

  7. In the Template Name field, enter a name for the modified template.
  8. In the Description field, type a description of the modified template.
  9. To save the template, click Save.

    or

    To make a copy of the template, click Make a Copy.

    1. Enter a unique name for the template and a description.
    2. Click Save.

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