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Welcome to the Florence SiteLink Training Site!

Please follow the link you received to complete your specific course.

Questions? Email support@florencehc.com

SiteLink Training for Site Staff

This Learning Path is recommended for site staff members who are using Florence SiteLink at their institution.

SiteLink Find and Sign Training

This Learning Path is recommended for Investigators who wish to learn how to register, find and view documents, and sign them in SiteLink.

SiteLink Training for Monitor

This Learning Path is recommended for Monitors using SiteLink. It includes day-to-day basics specific to monitors and teaches learners about the Monitor Review Module.

SiteLink Training for Site Admin

This Learning Path is recommended for admin users responsible for user and role management in SiteLink.

SiteLink Training for Sponsor/CRO

This Learning Path is designed for the Sponsor/CRO and walks learners through the key processes they'll need in Florence.

SiteLink Training for Implementation Team

This Learning Path is recommended for users who are part of their organization's SiteLink implementation team.

Knowledge Library

Want to watch an individual video lesson? Looking for a quick tutorial? Our Knowledge Library contains individual training videos for you to peruse at your leisure.

Learn about Study Profiles in Florence.

Duplicating Documents, Folders or Placeholders

Learn how to duplicate documents, folders and placeholders in Florence.

Audit Trails (Admin)

Learn how to view audit trails in Florence.

Learn all about Global View in Florence.

Florence for Eisai Site Users (Redacted)

Redacted workflows

Sending a Signature Reminder

Learn how to send a signature reminder in Florence.

Learn how to use shortcuts in Florence.

Investigator Training

Register and Sign Documents in Florence

Learn how to use tags in Florence.

Using the Monitor Review Module as Monitor

Learn how to use the Monitor Review Module as a Monitor in Florence.

Uploading a Document

Learn how to upload a document in Florence.

Using the Monitor Review Module as Study Team

Learn about using the Monitor Review Module as a Study Team in Florence. Addition helpful related lessons are Labels, Creating a Role, Permissions Overview and Using the Monitor Review Module as Monitor.

Signing Fillable Forms

Learn how to sign within fillable forms in Florence.

Signatures Forms

ePrinter Training

This course is for site users interested in installing and using the Florence ePrinter.

Creating Binders

Learn how to create binders in Florence.

Structure Templates

Learn how to create and manage structure templates in Florence.

Learn how to add due dates in Florence.

Learn how to use Team Settings in Florence.

Manage Access Teams

Signing a Document

Learn how to sign a document in Florence.

Documents Signatures

ePrinter Installation

Learn how to install Florence's ePrinter.

Learn how to use eLogs in Florence.

Learn how announcements are used in Florence.

Creating a Task

Learn how to create a task in Florence.

Learn how to use fillable forms in Florence.

Requesting New Sites in OnFlorence

Watch this recording for requesting new sites in OnFlorence.

Adding/Removing Studies or Sites OnFlorence

Signing an eLog

Learn how to sign an eLog in Florence.

eLogs Signatures

Learn how to create a role in Florence.

Learn how to use the dashboard in Florence.

Uploading a New Version

Learn how to upload a new version of a file in Florence.

ePrinter PHI Flag

Learn about how to apply flag PHI when printing in Florence.

Register and Login

Learn how to register and login to Florence.

Deactivate a Site in OnFlorence

Watch this recording for deactivating a site in OnFlorence.

Adding/Removing Studies or Sites OnFlorence

Requesting a Signature on a Log

Learn how to request a signature on a Log (eLog)

eLogs Signatures

Canceling a Signature Request

Learn how to cancel a request for a signature in Florence.

Creating a New Study in OnFlorence

Watch this recording for creating a new study in OnFlorence.

Adding/Removing Studies or Sites OnFlorence

Duplicate a Role

Learn how to duplicate a role in Florence.

Email Notifications

Learn about email notifications in Florence (optional).

Bulk Upload of Rows in eLogs

Learn how to bulk upload eLog rows in Florence.

Learn about team members in Florence.

Team Notifications

Learn about team notifications.

Manage Access Notifications

Florence for Eisai Site Users

Non Redacted workflows

Document Locking

Learn how to lock a document in Florence.

Eisai Monitor Training

Monitoring Eisai source documents

Emailing a Document

Learn how to email a document into Florence.

Importing Folder Structure

Learn how to import a folder structure in Florence.

Audit Trails (Basic)

Learn how to view audit trails in Florence.

Learn how to create eLog templates in Florence.

ePrinter Document Rename

Learn how to rename a document using the Florence ePrinter.

Moving Documents

Learn how to move documents in Florence.

Assigning a Structure to a Binder or Folder

Learn how to assign a structure to a binder or folder in Florence.

Binders Folders

Learn how to use annotations in Florence.

Completing a Task

Learn how to complete a task in Florence.

Learn how to download a document in Florence.

eLogs Adding to Study

Learn how to add logs to a study in Florence.

Permissions Overview

Learn about permissions in Florence.

Requesting a Signature on a Document

Learn how to request a signature on a document in Florence.

Documents Signatures

Expiration Dates

Learn how to add an expiration date in Florence.

Learn about how to access help in Florence.

Creating Folders

Learn how to create folders in Florence.

Learn about labels in Florence.

Learn how to create and use placeholders in Florence.

Remote Monitoring in Florence

Learn about remote monitoring in Florence.

Learn about reports in Florence.

Filling a Placeholder

Learn how to fill in Placeholders in Florence.

Learn how to navigate Florence.

Bulk Signature Requests on an eLog

Learn how to request bulk signatures on an eLog in Florence.

eLogs Signatures

Applying Due Dates and Expiration Dates in Bulk

Learn how to apply due dates and expiration dates in bulk in Florence.

QC Review Workflow

Learn how to use the QC (Quality Control) Review process on documents.

Personal Profile / Password / Signing PIN / Privacy Options

Learn about your personal profile settings in Florence.

Personal Profile

Study Set Up in eConsent

Learn how to set up a study in eConsent.

Uploading a Form in eConsent

Learn how to upload a form in eConsent.

Audit Trails in eConsent

Learn about audit trails in eConsent.

Managing Access Levels in eConsent

Learn how to manage access levels in eConsent.

Managing Participant Forms in eConsent

Learn how to manage participant forms in eConsent.

Adding Participants in eConsent

Learn how to invite participants manually or by email in eConsent.

1. Registration & Navigation: SiteLink Training for Sponsor/CRO

Learn about registration and navigation in Florence.

4. eLogs: SiteLink Training for Sponsor/CRO

Learn about elogs in Florence.

2. Documents & Signatures: SiteLink Training for Sponsor/CRO

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Sponsor/CRO

Learn about shortcuts, due dates and placeholders in Florence.

5. Structure: SiteLink Training for Sponsor/CRO

Learn about how to add structured items to Florence.

6. Access Management: SiteLink Training for Sponsor/CRO

Learn how to use access management tools in Florence.

7. Admin Tasks (Team setup, etc.): SiteLink Training for Sponsor/CRO

Learn about administrative tasks in Florence.

8. MRM & Study Profile Management: SiteLink Training for Sponsor/CRO

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. Quiz: SiteLink Training for Sponsor/CRO

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Monitor

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Monitor

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Monitor

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs: SiteLink Training for Monitor

Learn about elogs in Florence.

5. Reporting Tools: SiteLink Training for Monitor

Learn how to use tools for reporting in Florence.

6. MRM & Study Profile Management: SiteLink Training for Monitor

Learn about how the Monitor Review Module (MRM) and Study Profiles functions in Florence.

7. Finish: SiteLink Training for Monitor

Once all courses are completed, a certificate will be provided to you via email and within "My Profile" (top right).

3. eLogs & Forms: SiteLink Training for Investigator

Learn about elogs and forms in Florence.

2. Documents & Signatures: SiteLink Training for Investigator

Learn about documents and signatures in Florence.

4. Finish: SiteLink Training for Investigator

Once all courses are completed, a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Investigator

Learn about registration and navigation in Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Site Admin

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Tasks): SiteLink Training for Site Admin

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Site Admin

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. ePrinter: SiteLink Training for Site Admin

Learn about our ePrinter in Florence.

10. Quiz: SiteLink Training for Site Admin

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Site Admin

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Site Admin

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Site Admin

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs & Forms: SiteLink Training for Site Admin

Learn about elogs and forms in Florence.

5. Access Management: SiteLink Training for Site Admin

Learn how to use access management tools in Florence.

1. Registration & Navigation: SiteLink Training for Site Staff

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Site Staff

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Site Staff

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs & Forms: SiteLink Training for Site Staff

Learn about elogs and forms in Florence.

5. Structure: SiteLink Training for Site Staff

Learn about how to add structured items to Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Site Staff

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Labels, Tasks): SiteLink Training for Site Staff

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Site Staff

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. ePrinter: SiteLink Training for Site Staff

Learn about our ePrinter in Florence.

10. Quiz: SiteLink Training for Site Staff

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

2. Documents & Signatures: SiteLink Training for Implementation Team

Learn about documents and signatures in Florence.

3. eLogs: SiteLink Training for Implementation Team

Learn about elogs and forms in Florence.

4. Structure: SiteLink Training for Implementation Team

Learn about how to add structured items to Florence.

5. Access Management: SiteLink Training for Implementation Team

Learn how to use access management tools in Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Implementation Team

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Labels, Tasks): SiteLink Training for Implementation Team

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Implementation Team

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

10. SiteLink Training for Organization Admins - SiteLink Training for Implementation Team

This course trains Organization Admins on the use of our upgraded SiteLink platform.

11. Quiz: SiteLink Training for Implementation Team

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

9. ePrinter: SiteLink Training for Implementation Team

Learn about our ePrinter in Florence.

1. Registration & Navigation: SiteLink Training for Implementation Team

Learn about registration and navigation in Florence.

1. Registration & Navigation: SiteLink Training for Sponsor/CRO

Learn about registration and navigation in Florence.

4. eLogs: SiteLink Training for Sponsor/CRO

Learn about elogs in Florence.

2. Documents & Signatures: SiteLink Training for Sponsor/CRO

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Sponsor/CRO

Learn about shortcuts, due dates and placeholders in Florence.

5. Structure: SiteLink Training for Sponsor/CRO

Learn about how to add structured items to Florence.

6. Access Management: SiteLink Training for Sponsor/CRO

Learn how to use access management tools in Florence.

7. Admin Tasks (Team setup, etc.): SiteLink Training for Sponsor/CRO

Learn about administrative tasks in Florence.

8. MRM & Study Profile Management: SiteLink Training for Sponsor/CRO

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. Quiz: SiteLink Training for Sponsor/CRO

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Monitor

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Monitor

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Monitor

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs: SiteLink Training for Monitor

Learn about elogs in Florence.

5. Reporting Tools: SiteLink Training for Monitor

Learn how to use tools for reporting in Florence.

6. MRM & Study Profile Management: SiteLink Training for Monitor

Learn about how the Monitor Review Module (MRM) and Study Profiles functions in Florence.

7. Finish: SiteLink Training for Monitor

Once all courses are completed, a certificate will be provided to you via email and within "My Profile" (top right).

3. eLogs & Forms: SiteLink Training for Investigator

Learn about elogs and forms in Florence.

2. Documents & Signatures: SiteLink Training for Investigator

Learn about documents and signatures in Florence.

4. Finish: SiteLink Training for Investigator

Once all courses are completed, a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Investigator

Learn about registration and navigation in Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Site Admin

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Tasks): SiteLink Training for Site Admin

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Site Admin

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. ePrinter: SiteLink Training for Site Admin

Learn about our ePrinter in Florence.

10. Quiz: SiteLink Training for Site Admin

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Site Admin

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Site Admin

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Site Admin

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs & Forms: SiteLink Training for Site Admin

Learn about elogs and forms in Florence.

5. Access Management: SiteLink Training for Site Admin

Learn how to use access management tools in Florence.

1. Registration & Navigation: SiteLink Training for Site Staff

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Site Staff

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Site Staff

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs & Forms: SiteLink Training for Site Staff

Learn about elogs and forms in Florence.

5. Structure: SiteLink Training for Site Staff

Learn about how to add structured items to Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Site Staff

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Labels, Tasks): SiteLink Training for Site Staff

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Site Staff

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. ePrinter: SiteLink Training for Site Staff

Learn about our ePrinter in Florence.

10. Quiz: SiteLink Training for Site Staff

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

2. Documents & Signatures: SiteLink Training for Implementation Team

Learn about documents and signatures in Florence.

3. eLogs: SiteLink Training for Implementation Team

Learn about elogs and forms in Florence.

4. Structure: SiteLink Training for Implementation Team

Learn about how to add structured items to Florence.

5. Access Management: SiteLink Training for Implementation Team

Learn how to use access management tools in Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Implementation Team

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Labels, Tasks): SiteLink Training for Implementation Team

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Implementation Team

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

10. SiteLink Training for Organization Admins - SiteLink Training for Implementation Team

This course trains Organization Admins on the use of our upgraded SiteLink platform.

11. Quiz: SiteLink Training for Implementation Team

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

9. ePrinter: SiteLink Training for Implementation Team

Learn about our ePrinter in Florence.

1. Registration & Navigation: SiteLink Training for Implementation Team

Learn about registration and navigation in Florence.

1. Registration & Navigation: SiteLink Training for Sponsor/CRO

Learn about registration and navigation in Florence.

4. eLogs: SiteLink Training for Sponsor/CRO

Learn about elogs in Florence.

2. Documents & Signatures: SiteLink Training for Sponsor/CRO

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Sponsor/CRO

Learn about shortcuts, due dates and placeholders in Florence.

5. Structure: SiteLink Training for Sponsor/CRO

Learn about how to add structured items to Florence.

6. Access Management: SiteLink Training for Sponsor/CRO

Learn how to use access management tools in Florence.

7. Admin Tasks (Team setup, etc.): SiteLink Training for Sponsor/CRO

Learn about administrative tasks in Florence.

8. MRM & Study Profile Management: SiteLink Training for Sponsor/CRO

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. Quiz: SiteLink Training for Sponsor/CRO

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Monitor

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Monitor

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Monitor

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs: SiteLink Training for Monitor

Learn about elogs in Florence.

5. Reporting Tools: SiteLink Training for Monitor

Learn how to use tools for reporting in Florence.

6. MRM & Study Profile Management: SiteLink Training for Monitor

Learn about how the Monitor Review Module (MRM) and Study Profiles functions in Florence.

7. Finish: SiteLink Training for Monitor

Once all courses are completed, a certificate will be provided to you via email and within "My Profile" (top right).

3. eLogs & Forms: SiteLink Training for Investigator

Learn about elogs and forms in Florence.

2. Documents & Signatures: SiteLink Training for Investigator

Learn about documents and signatures in Florence.

4. Finish: SiteLink Training for Investigator

Once all courses are completed, a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Investigator

Learn about registration and navigation in Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Site Admin

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Tasks): SiteLink Training for Site Admin

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Site Admin

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. ePrinter: SiteLink Training for Site Admin

Learn about our ePrinter in Florence.

10. Quiz: SiteLink Training for Site Admin

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

1. Registration & Navigation: SiteLink Training for Site Admin

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Site Admin

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Site Admin

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs & Forms: SiteLink Training for Site Admin

Learn about elogs and forms in Florence.

5. Access Management: SiteLink Training for Site Admin

Learn how to use access management tools in Florence.

1. Registration & Navigation: SiteLink Training for Site Staff

Learn about registration and navigation in Florence.

2. Documents & Signatures: SiteLink Training for Site Staff

Learn about documents and signatures in Florence.

3. Shortcuts, Due Dates & Placeholders: SiteLink Training for Site Staff

Learn about shortcuts, due dates and placeholders in Florence.

4. eLogs & Forms: SiteLink Training for Site Staff

Learn about elogs and forms in Florence.

5. Structure: SiteLink Training for Site Staff

Learn about how to add structured items to Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Site Staff

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Labels, Tasks): SiteLink Training for Site Staff

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Site Staff

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

9. ePrinter: SiteLink Training for Site Staff

Learn about our ePrinter in Florence.

10. Quiz: SiteLink Training for Site Staff

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

2. Documents & Signatures: SiteLink Training for Implementation Team

Learn about documents and signatures in Florence.

3. eLogs: SiteLink Training for Implementation Team

Learn about elogs and forms in Florence.

4. Structure: SiteLink Training for Implementation Team

Learn about how to add structured items to Florence.

5. Access Management: SiteLink Training for Implementation Team

Learn how to use access management tools in Florence.

6. Admin Tasks (Team setup, etc.): SiteLink Training for Implementation Team

Learn about administrative tasks in Florence.

7. Reporting Tools (Tags, Labels, Tasks): SiteLink Training for Implementation Team

Learn how to use tools for reporting in Florence.

8. MRM & Study Profile Management: SiteLink Training for Implementation Team

Learn about how the Monitor Review Module (MRM) and Study Profile Management functions in Florence.

10. SiteLink Training for Organization Admins - SiteLink Training for Implementation Team

This course trains Organization Admins on the use of our upgraded SiteLink platform.

11. Quiz: SiteLink Training for Implementation Team

Finish training by taking this quiz. Once passed (70%), a certificate will be provided to you via email and within "My Profile" (top right).

9. ePrinter: SiteLink Training for Implementation Team

Learn about our ePrinter in Florence.

1. Registration & Navigation: SiteLink Training for Implementation Team

Learn about registration and navigation in Florence.