Participant attachments

If participant attachments are enabled, documents associated with a participant can be uploaded for storage in the participant's CRF.

Note: It is essential that documents containing personally identifiable participant information are not uploaded.

The Specification page will list details of the maximum file size allowed for an individual attachment and the remaining space available for attachments.

Permissions

Every role with access to the participant view may download the attachments. Investigators can upload new attachments, and Administrators can delete existing attachments.

Uploading attachments

The participant record will have an Attachments section with a link to Upload an attachment. Following the link leads to the Attachments page for that participant, and a form where the file to be uploaded and an optional description can be specified.

Uploading an attachment

Submitting the form will store the attachment in the participant's CRF.

Viewing and downloading existing attachments

Once attachments have been uploaded for a participant, the participant view will display a link to download the attachment.

An attachment listed in the participant view

The Attachments page will contain a table detailing the attachments for that participant.

Table of attachment details

Deleting an attachment

Administrators can delete existing attachments. To delete an attachment follow the Delete link from the table on the Attachments page. This leads to a confirmation page where clicking the Delete attachment button will remove the attachment from the participant's CRF.

Note: Deleted attachments are removed from the filesystem, so this action cannot be undone.

Deleting an attachment

Running out of space

Contact support@sealedenvelope.com to increase the space available for storing attachments.

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