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Custom Blank Forms request settings

The Custom Blank Forms request type produces blank forms only, but allows the user control over all settings that relate to blank form output.

  1. Make sure on the Settings page in the Trial Settings section that you have selected Enable eTMF integration.
  2. Enter the Custom PDF request settings.

    Custom Blank Forms request settings

    Option

    Choices

    Notes

    eTMF Integration:

    Enable eTMF integration

    Yes or No

    Makes the PDF output available where someone with the eTMF right can access it.

    Appears only if eTMF integration has been enabled on the Settings page. For more information, see Specifying trial, email, and storage settings.

    Data Format:

    Include Bookmark Prefixes

    Yes or No

    Adds a prefix (for example, CRF) to PDF bookmarks.

    Additional Content:

    Study Version

    All or Select from list

    If you choose Select from list, from the drop-down list select one, multiple, or all versions. To save your selection, click Save.

    If you select Select from list, the Select Study Versions dialog box appears.

    1. In the Select study versions from list below text box, search for a study version by typing at least three characters of the study version name.

      The study versions that match the filter appear.

      Or

    2. From the list below the Select study versions from list below text box, use the Shift and CTRL keys to highlight the study versions you want to include.
    3. Click the right arrow.

      The study versions appear in the Selected List.

    4. To scroll through the study versions list, click the Get Next 500 link. If there are no more records, this link does not appear.
    5. Continue selecting study versions.
    6. Click Save.

    Security:

    Require Password to Change Document

    Require Password to Change Form Comments

    Security: Require Password to Extract or Copy Contents

    Yes or No

    Password protection is selected by default.

    1. Click the Yes radio button.
    2. Type the password.
    3. Re-type the password to confirm it.

      The same password is applied to these three options. You can select any or all of them to be password-protected.

    Security: Require Password to extract zip file

    Yes or No

    Password protection is turned off by default. To include password protection:

    1. Click the Yes radio button.
    2. Type the password.
    3. Re-type the password to confirm it.

  3. Click Next.

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