[Shah Ashraf]

I really appreciate that. Thanks for confirming that Eldin.

[Shah Ashraf]

Hi Janna,

I would use the 2nd option
“Study#_Site#_Form # Ex. 80-01_H00055_Gonzalez_10Mar2021.”

This will help you easily identify when you export or forward multiple documents.
All exported documents will be arranged by Study/Site .

Best Regards
Shah Ashraf

[Shah Ashraf]

Hi Maria,

As Kathy brought up the most important part in naming the final document is to Identify the document without even opening it.

I am providing my sample of naming the documents that might help you out.

“Naming Convention (Trial Level)
(ProtocolNumber_DocumentType_Sub-artifacts short name/Document Description_Documnt date)”

“Naming Convention ( Country Level)
(ProtocolNumber_Country_DocumentType_Sub-artifacts short name/Document Description_Documnt date)”

Country:- 2 or 3 digit ISO code

“Naming Convention ( Site Level Level)
(ProtocolNumber_Country_Site Number_Last Name of PI_DocumentType_Sub-artifacts short name/Document Description_Documnt date)”

For documents related to CV’s and MLS we also capture the Name of the CV and MLS holder.

Sub-artifacts short name/Document Description :- Provides a short description about the document content. Becomes very important and makes it easy to identify a document by just looking at the Document name.

Hope this helps.

Best Regards

Shah Ashraf

[Author]

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