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Upload and organize study documents

Updated over a month ago

Keep all study materials in one place so your team isn’t chasing files across email threads or shared drives. The Documents tab lets you centralize key artifacts (e.g., protocols, ICFs, site logs, training decks) and organize them by center to ensure everyone sees the right version in the right context.

Supported file types: PDF, DOCX, XLSX, CSV, PNG, JPG/JPEG.

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🛠️ Step-by-step guide:

How to add documents

  1. Go to Study → Documents.

  2. Drag & drop files into the page or click Upload to choose files from your computer.

How to create and organize folders

  1. Click Add new folder.

  2. Enter a name and select the center the folder belongs to.

  3. Open the folder’s (action) menu to Add documents into it.

  4. Repeat to create as many folders as needed.

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