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Uploading Trial-Related Documents

When registering Complete trials, you must upload the following types of documents:

  • Complete Protocol document
  • IRB Approval
  • List of Participating Sites (if not included in the protocol document). Multi-site trials require a list of participating sites and contact information.
  • Informed Consent (if not included in the protocol document)

    Currently you are required to supply your documents as Microsoft Word (.doc, .docx, or .docm), Adobe PDF, Microsoft Excel (.xls, .xlsx, .xlsm, or .xlsb), and/or WordPerfect files. Use the .xls format for template files.

Special processing for PDF files

Adobe PDF files require special processing. Please see the information about creating PDFs in Converting Documents to PDFs .

Add Trial page showing trial related documents for complete trials.
Add Trial Page – Trial Related Documents for Complete Trials

How to Submit Trial Related Documents

  1. Next to the document-type field, (e.g., Protocol Document), click Browse.
  2. Navigate to, and select, the appropriate document, and then click Open.

    Depending on your operating system, you may see a different command name for "Open."

  3. Repeat the steps above for each type of document.

    Adding Multiple "Other" Documents

    You can upload more than one (1) "Other" document. After you have uploaded the first of your "Other" documents, click the Add More link. A new Other document field is displayed.

Converting Documents to PDFs

Abstractors use the information provided in the documents you upload in the Registration site to validate and complete trial data. To facilitate data entry, the abstractors may copy and paste information from your documents into fields provided in the Protocal Abstraction interface.
Trial-related documents uploaded as Microsoft Word (.doc), Microsoft Excel (.xls, .xlsx, .xlsm, or .xlsb), and WordPerfect files, contain text that can be copied and pasted directly. Documents uploaded as PDFs (portable document format) contain text that can be copied if the content was created from other text-based applications such as Word or Excel.

Abstractors can not copy and paste text from scanned documents

PDFs of scanned documents can not be edited, copied, or read with OCR (optical character recognition) applications, and should therefore be avoided.

Microsoft provides instructions for converting files to PDFs both on their website and in the Help documentation in each of its applications.

When searching for help, use the search term "save file as pdf".

You don’t need a document converter in Mac OSX. Instead, print your documents to a PDF file.

How to Convert Text-Based Files to PDFs in Mac OSX

  1. Open your text file in its original format (.doc, .xls, etc.)
  2. Click File > Print.
  3. In the Print window, click the PDF button at the bottom-left and select the Save as PDF option.
  4. Choose the location, rename your PDF file, and then click Save.

 

 

 

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