Blank Form PDF

Generate this type of archive to view a set of blank forms with active controls for each study version. The output contains no subject data.

The archive output ZIP file contains the following:
  • A set of blank PDFs containing active controls for each study version selected.
  • A request settings PDF outlining the settings used to generate the archive.

Modes

Available only in Testing and Production mode. To get started, Access the Reports & Archives page.

Required permissions

Users assigned to a sponsor study role that includes the following permissions can generate this archive.
  • Run and download all PDF request types and Audit reports. Enable Share with Sites, and Site Confirmation

Settings

Setting Details
Name Enter a unique name (alphanumeric characters only) that does not exceed 64 characters.
As of Date
  • Select Now (default) to include all data from the beginning of your study until the date displayed.

  • Choose Select Date/Time to enter a specific date.

    Note: The date entered must be after the date when the first study version was created.
Page Size
  • Letter (default) 8-1/2" by 11"
  • A4 European letter size: 210 x 297 mm
Blank Form Format
  • Select Casebook (default) to show all forms in every visit.
  • Select Unique Forms to show one of each blank form in every visit.
Study Versions
  • Select All Versions (default) to include blank forms with active controls for all study versions.
  • Choose Select Versions to include blank forms with active controls for specific study versions.

    The study versions displayed are based on the mode you're working in. All study versions are available for selection in Testing Mode, and approved and archived study versions are available in Production.

    Note: Archived versions are those that were approved and then archived. Study versions that were moved from Draft and Testing directly to Archived are not included in Production.

Header Text
  • Enter up to 90 characters to appear at the top of each page.
  • The study name is the default.
Footer Text
  • Enter up to 30 characters to appear at the bottom of each page.
  • **Confidential** is the default.

Advanced settings

To access the Advanced Settings, select Advanced at the bottom of the Settings sidebar.

Advanced setting Details
Security settings
The security settings for this request type are set to No and are locked by default.
  • The Prevent Form Changes setting controls the ability to create and apply a password to the PDF files generated by a request.
  • The Prevent Form Comments Changes and Prevent Context Extracts and Copying settings control the ability to add comments, annotations, and to copy PDF content.

When all three are set to No, users can add comments and annotations and copy PDF content without needing a password.

Parent topic: Available archive types and reports