View Templates

Templates provide an efficient method for creating new documents within AnovaOS™. By selecting from a library of pre-designed templates, documents can be tailored to study requirements without the need to create content from the beginning.

To view and use document templates:

1. Navigate to the ‘Documents’ section from the system header.
2. Select the ‘Actions’ button located in the top-right corner of the page.
3. Choose ‘Use Templates’ from the available options.
4. A template window will open, allowing templates to be located by:

• Searching for the template name
• Filtering by eTMF folder
• Filtering by document tags

5. Select the required template to display a preview in the panel adjacent to the template list.
6. After reviewing the template, select ‘Use Template’ located in the bottom-right corner to proceed.

Create a document

To create a document from a template:

1. Select the folder in which the document should be saved.
2. Enter the required document information, including:

• Document title
• Document type
• Document subtype
• Document description

3. Select ‘Create Document’ to generate the document.
4. The document will then appear in the selected folder location.
5. To edit the document, navigate to the saved location and open the document from the registry.

Edit a Template

Once created, template-based documents may be edited and customized as required to align with study-specific requirements. To edit a document template:

1. Navigate to the folder selected during the template creation process and locate the required document.
2. Select the document name to open the document preview page, where the document metadata can be viewed.
3. To modify the document, select the ‘Actions’ button and choose ‘Edit’ from the drop-down menu.
4. An editable version of the document will open, allowing the content to be customized to meet site or sponsor requirements.