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Export document details from TOC

In eTMF, the Document Warehouse tab is mainly used for the temporary storage of some unorganized files so that, upon request, they can be organized by data managers (DM) and other accountable individuals per DIA RM and uploaded to the Essential Documents storage.

In the Document Warehouse storage of eTMF, by making use of the Table of Content (TOC) feature, you can export the details of all the files in a particular study so that you can work with them offline. Along with exporting, this feature also aids you in analyzing the list of available files in a particular study.

To export document details from TOC
  1. In the eTMF application header, select the TMF tab.

  2. In the Study List that opens, from the table, select the name of the study for which you want to access the document warehouse.

    Selecting study
    Figure 1. Selecting study

  3. From the left pane, select the Document Warehouse subtab. If required, from the study selection field, you can change another study.

    Accessing document warehouse and study
    Figure 2. Accessing document warehouse and study

  4. From the workspace toolbar, select Table of Content TOC_icon_.png.

    Selecting to view TOC list
    Figure 3. Selecting to view TOC list

  5. On the TOC page that appears, from the toolbar select Export export_icon.png.

    Exporting transferred document details
    Figure 4. Exporting transferred document details

Upon completion, the details of all documents in the selected study are available on your PC, and you can work with them offline.