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Create an archival PDF request to share with sites and require download confirmation

  1. From the Create Requests drop-down menu on any My Requests page, select Create New PDF Request.

    The Create New PDF Request page appears, displaying the Study Information fields.

  2. On the Study Information page, enter the PDF Request Name and PDF Request Description.
  3. Select the Archival PDF request type.
  4. Click Next.
  5. On the Form Options page, select the formatting options.
  6. Make sure that you select the rights group with control over the content of the archival request type in the Select the rights group to control content drop-down list. The default is the logged-in user's rights group, but a sponsor user with the Share with Sites right can select additional rights groups.

    The rights group controls what data will and will not appear on the PDF. What are hidden in the PDF output are the hidden items in the selected user's rights group and the rights group of the user downloading the PDF.

    Your organization might have set up one or more specific rights groups in the InForm application for use with the CRF Submit application.

  7. Click Next.

    The PDF Request Settings page appears.

  8. In the Share with sites field, select the Yes radio button. This option appears only if the sponsor user has been assigned the Share with Sites right.

    The Site Confirmation Required field appears if the Share with Sites option is selected.

  9. To require the site to confirm receipt and download of the archival PDF, select Yes.
  10. In the Export Selection Criteria field, select All Subjects or By Site.

    If you selected By Site, the Select Sites dialog box appears.

  11. From the Select sites from list below list, select all or some of the sites and click the right-arrow (>) to move them to the Selected List.
  12. Click Save.

    You return to the PDF Request Settings page.

  13. To require the site to confirm they have downloaded the archival PDF, in the Site Confirmation Required field, select the Yes radio button.
  14. In the Generate Blank Forms field, specify whether or not to include blank forms in the PDF output. Yes is the default value.
  15. Enter and confirm passwords as required.
  16. Click Next.

    The application displays a summary of your selections.

  17. Click Submit.

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