Skip to main content

My Documents

This topic describes My Documents — a personal document space in SureClinical where users can store, manage, sign, and share documents independently of a specific product or project.

Content in Progress

This page is a stub and will be expanded with full task-oriented content migrated from the legacy help.

Legacy source files:

  • Using_the_SureClinical_My_Docs_Dashboard.htm
  • Working_with_My_Documents_Dashboard.htm
  • Working_with_Documents_in_My_Documents.htm
  • Uploading_Documents_to_My_Documents.htm
  • Downloading_Documents_from_My_Documents.htm
  • Sharing_Folders_or_Documents_in_My_Documents.htm
  • Signing_Documents_in_My_Documents.htm
  • Moving_or_Copying_Documents_in_My_Documents.htm
  • Moving_Documents_in_My_Documents_to_Archive.htm
  • Deleting_Documents_from_My_Documents.htm
  • Restoring_or_Permanently_Deleting_Documents_from_My_Documents.htm
  • Controlling_Visibility_of_Documents_in_My_Documents.htm
  • Working_with_Document_Workflows.htm

Overview​

My Documents is a personal folder available to every SureClinical user. It works like a personal document repository — you can upload, organize, sign, and share documents without connecting them to a study or project. Documents in My Documents can also be submitted to product-level workflows.

Accessing My Documents​

From any screen, click My Documents in the top navigation bar.

Working with Folders​

My Documents supports a hierarchical folder structure.

  • Click New Folder to create a subfolder.
  • Drag documents into folders to organize them.
  • Right-click a folder for rename, delete, and visibility options.

Uploading Documents​

  1. Navigate to the target folder in My Documents.
  2. Click Upload.
  3. Select files from your computer.
  4. Complete any required metadata.
  5. Click Upload.

Downloading Documents​

  1. Locate the document.
  2. Click the document name to open it, then click Download — or right-click and select Download.

Sharing Documents and Folders​

  1. Right-click a document or folder.
  2. Select Share.
  3. Enter the user or group to share with and select the access level.
  4. Click Save.

Signing Documents​

  1. Open the document in My Documents.
  2. Click Sign.
  3. Follow the signing prompts to apply your digital signature.

For signing details, see Digital Signing.

Moving, Copying, and Archiving​

  • Move or Copy — Right-click a document and select Move or Copy. Choose the destination folder.
  • Archive — Right-click and select Move to Archive to move a document out of the active view without deleting it.

Deleting and Restoring Documents​

  • Right-click a document and select Delete.
  • To restore or permanently delete: navigate to the archive or trash view and choose the appropriate action.

Configuring Document Visibility​

Control who can see a document in My Documents:

  1. Right-click the document.
  2. Select Configure Visibility or Content Visibility.
  3. Set the visibility rules and click Save.

Document Workflows​

You can initiate standard platform workflows from documents in My Documents, including:

  • Reviewing documents
  • Reviewing and signing documents
  • Signing documents or forms

To start a workflow, right-click the document and select Workflow, then choose the workflow type.