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Upload unique form to library

In the Study Designer application, you can design unique forms for study visits. A unique form is a CRF template that serves as a starting point for creating new forms for different visits of the clinical trial. Unique forms are stored in a separate folder under the CRF DESIGN tab and serve as a reusable blueprint for creating other CRFs in the study, cycle, or folder visits.

After adding unique forms to your study, you can upload them to your private form library. The form library is used as a storage of different unique forms, so when you need to design a CRF for a new study, you can add them back into the system to avoid manual creation and configuration.

To upload a unique form to the form library
  1. In the Study Designer application header, select the CRF DESIGN tab.

  2. In the toolbar, select the latest draft CRF version marked with the respective unlock symbol unlocked_icon_purple.png, otherwise, you cannot perform any actions.

    Selecting latest draft CRF version
    Figure 1. Selecting latest draft CRF version

  3. In the left pane that appears, expand the Unique Form folder and right-click the needed form.

  4. In the context menu that opens, select Upload to Library icon_upload.png.

    Uploading unique form to library
    Figure 2. Uploading unique form to library

  5. In the Upload to Form Library dialog that opens, select the folder in the library where you want to store your unique form.

    Selecting library directory for unique form
    Figure 3. Selecting library directory for unique form

    Tip

    If there is no needed folder in the form library, you can always add one since this is your private storage.

  6. Select save_button_red_white.png to upload the unique form to the selected library folder.

Once uploaded, a unique form is uploaded to the form library. You can now use it to add to another study.