eUpload Overview
eUpload is a tool that can be used in conjunction with eTMF for expedited upload and processing of ad hoc documents. eUpload provides the following, primary features:
- Ability to upload files individually or in
batches - Automatic indexing of uploaded documents to ad
hoc document types - Thread matching and metadata extraction from
Outlook .msg files - Ability to review uploaded files and specify missing
metadata - One-click submission with configurable
submission routes (e.g., Work Area or Indexing task for additional indexing, QC
or finalization for documents with complete metadata)
eUpload allows you to
upload files from your local machine to a selected study (country and site are
optional) and TMF Reference Model folder. Based on these selections, the system
automatically indexes each document uploaded to the appropriate document type
and level and creates the associated study item(s). If an ad hoc study item
already exists for the selected study/country/site level and TMF Reference
Model folder, you can upload a document directly to that study item as a newer
version. Uploaded documents are immediately available for review both in eUpload
and in the user’s eTMF Work Area.
During the upload, special
handling is provided for Outlook .msg files, automating several steps of the
process and adding to your overall time savings. Key metadata such as Subject
(if applicable), Document Date, Receipt Date, and Language are automatically
extracted from the file and used to populate the corresponding fields on the
document. In addition, thread identification is used to match the uploaded
content to existing email threads in the study, eliminating unnecessary duplication.
eUpload provides a simplified
review screen that allows you to ensure that the appropriate documents were
uploaded and to fill in missing metadata before submitting them. Documents can
be reviewed and submitted on an individual basis, or you can skip the review
altogether and submit all documents at once.
The act of submitting
a document removes the document from eUpload and may also update its lifecycle
state in eTMF, based on the completeness of the document’s metadata and on system
configuration settings. For example, eUpload can be configured to send documents
requiring further indexing to an Indexing task upon submission instead of
keeping them in the user’s Work Area, based on your organization’s practices.
Configuration settings also determine whether documents that are completely
indexed at the time of submission are sent to QC or finalized.