Folders are an essential part of the document management solution, providing a structured way to store and organize documents. They help users navigate, manage, and maintain documents efficiently.
Withing the Document Management Solution, users may use a predetermined set of folders to organize documents. These folders include:
- eTMF Documents
- Regulatory Documents (Non-TMF)
- Research and Development Documents
- Manufacturing and Quality Documents
- Quality Assurance / Quality Management Documents
- Medical Affairs and Pharmacovigilance Documents
- Commercial and Market Access Documents
- Legal and Compliance Documents
Documents may require relocation between folders.
To move a document between folders:
- Open the document of interest by selecting the document title.
- Navigate to the ’Edit Info’ tab in the document metadata panel.
- From here, the user may use the ‘Folder’ field to select a new folder for the document to be filed under.
- Ensure to click ‘Save’ at the bottom of the panel.
