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Annotated forms can be produced in various ways depending on the objective. The following three options are available:

Table of Contents

Export a single annotated form with complete data dictionary

Start on the Form Builder page. Select the desired form so that you have it open.

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The table provides additional information about each field including the Field Number, Label associated with the field if applicable, Name of the field, Type of field, Length of the field, Choices for the field if applicable, and any Conditional Actions.

Annotating All Forms With Complete Data Dictionary

Annotating All forms in one PDF is also an option on the right side of the form builder screen.

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By default the system will not include child forms built for device/language optimization. If these are needed, check the box to include Child forms.

Annotated Forms as a Casebook View

To export all the PDFs in visit order based on how it would look under a study subject, use the casebook view. This leaves out all data dictionary details and exports a single file of only the forms as they would appear on paper.

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Unscheduled visits and log forms must be separately exported. They will be exported by sequence and alphabetically.

The mobile app can also export blank PDFs - individual forms

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Tapping the button above will automatically open the PDF preview and also export the PDF instantly to the device's iCloud TrialKit folder (iOS only). No further action is needed. 

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