Skip to main content

Preview source document

Source documents are original records or certified copies of records that provide evidence of the existence, activities, and results of a clinical trial or study. Some of the source documents that can be related to data verification and documentation review are case report forms (CRFs), medical records, informed consent forms, pharmacy records, adverse event reports, regulatory documents, and so on.

For your convenience, you can preview the content stored under the Source Document module directly in your browser. This helps you check on the contents and needed details with no need to download the file.

Important

The ability to view and manage the Source Document page depends on the permission granted to your user role in ADMIN.

Reviewing permissions for source document handling
Figure 1. Reviewing permissions for source document handling

To preview the source document
  1. In the EDC application header, select the STUDY INFO tab.

  2. In the left pane of the page that opens, select Subject > Source Document.

    Accessing source documents
    Figure 2. Accessing source documents

  3. In the Hierarchy tree that appears, expand the site of your interest. Then select the directory containing the source document you want to preview.

  4. In the Source Document contents panel, next to the needed file, select View eye_icon.png.

    Accessing source document preview
    Figure 3. Accessing source document preview

  5. In the new browser tab that opens, preview the source document content.

    Previewing source document
    Figure 4. Previewing source document

You have previewed the source document contents. You can also use browser tools to spring the file or download it to your computer.