- On the PDF Request Settings page, in the Export Selection Criteria field, select All Subjects or the By Subject radio button.
The Select Subjects dialog box appears.
Note: On the Settings page, if the value in the Maximum No. of Subject PDFs per PDF Request by site user is set to 1, only the By Subject choice appears.
- (Optional) In the Select subjects from list below text box, search for subjects by typing at least three characters of the subject ID.
The subjects that match the filter appear in the list.
- Using the Shift and CTRL keys, highlight the subjects you want to include, and click the right arrow.
The selected subjects move to the Selected List.
- To scroll through the subjects list, click the Get Next 50 link.
- Continue selecting subjects.
- To select subjects from another site, from the Select a site to filter drop-down list, select the site.
- Click Save.
You return to the PDF Request Settings page.
- In the Generate Blank Forms field, leave the default selection, Yes, to include blank forms (not containing clinical data). Select No to exclude blank forms from the output. If selected, the blank forms appear in a separate file.
- Add security to your PDF output requests by requiring a password to:
- Edit a PDF.
- Add notes to a PDF.
- Copy the contents of the PDF.
- Extract files from any ZIP files generated by the PDF request.
Password protection is turned off by default. If you forget the password, you cannot recover it.
For each password-protection option:
- Select the Yes radio button.
- In the Password text box, enter the password.
- In the Re-enter Password text box., enter the same password.
- Click Next.
The Review and Submit page appears.
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