You can create expected Study Items by clicking the Create Expected Documents button in the Work Area or from the Actions menu of a study item. The Create Expected Documents button will display the Create Expected Documents screen.

You can use the Create Expected Documents screen to plan for the scanning of Ad-hoc documents and other documents without matching Study Items. Select the appropriate study, country, and site and indicate the number of expected documents to create. You can create a maximum of 100 Expected Documents at once. The expected documents will be created in your Work Area where you can match to study items, provide metadata, and generate Transmittals.

If study items already exist for these documents, it is more efficient to locate the study items and create expected documents for them as the manual step of matching to a study item will not be needed.