Knowledge Library

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For additional learning materials on Florence features and workflows, feel free to navigate to the videos below. Most are only 2-3 minutes in length!

Please note that some features are permission-driven. You may see something different on your screen based on your role.

Requesting New Sites in OnFlorence

Watch this recording for requesting new sites in OnFlorence.

Learn

7 min

Adding/Removing Studies or Sites OnFlorence

Creating a New Study in OnFlorence

Watch this recording for creating a new study in OnFlorence.

Learn

4 min

Adding/Removing Studies or Sites OnFlorence

Deactivate a Site in OnFlorence

Watch this recording for deactivating a site in OnFlorence.

Learn

1 min

Adding/Removing Studies or Sites OnFlorence

Adding Participants in eConsent

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

Learn how to use annotations in Florence.

Learn how announcements are used in Florence.

Learn

2 min

Announcements

Applying Due Dates and Expiration Dates in Bulk

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

Learn

2 min

Dates

Assigning a Structure to a Binder or Folder

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

Learn how to view audit trails in Florence.

Learn how to view audit trails in Florence.

Learn

1 min

Audits

Audit Trails in eConsent

Learn about audit trails in eConsent.

Learn

1 min

eConsent

Bulk Signature Requests on an eLog

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

Learn

3 min

eLogs Signatures

Bulk Upload of Rows in eLogs

Learn how to bulk upload eLog rows in Florence.

Learn

00:03

eLogs

Canceling a Signature Request

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

Learn how to complete a task in Florence.

Learn how to create a role in Florence.

Learn how to create a task in Florence.

Learn how to create binders in Florence.

Learn how to create folders in Florence.

Learn how to use the dashboard in Florence.

Learn how to lock a document in Florence.

Learn how to download a document in Florence.

Learn how to add due dates in Florence.

Learn how to duplicate a role in Florence.

Learn

2 min

Roles

Duplicating Documents, Folders or Placeholders

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

Learn

1 min

Documents

eLogs Adding to Study

Learn how to add logs to a study in Florence.

Learn how to create eLog templates in Florence.

Learn how to email a document into Florence.

Learn about email notifications in Florence (optional).

Learn

1 min

Notifications

ePrinter Document Rename

Learn how to rename a document using the Florence ePrinter.

Learn

1 min

ePrinter

ePrinter Installation

Learn how to install Florence's ePrinter.

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

Learn how to add an expiration date in Florence.

Learn how to use fillable forms in Florence.

Learn

3 min

Forms

Filling a Placeholder

Learn how to fill in Placeholders in Florence.

Learn all about Global View in Florence.

Learn

3 min

Global View

Importing Folder Structure

Learn how to import a folder structure in Florence.

Learn about labels in Florence.

Learn

4 min

Labels

Managing Access Levels in eConsent

Learn how to manage access levels in eConsent.

Learn

8 min

eConsent

Managing Participant Forms in eConsent

Learn how to manage participant forms in eConsent.

Learn how to move documents in Florence.

Learn how to navigate Florence.

Learn about how to access help in Florence.

Learn about permissions in Florence.

Learn

2 min

Permissions

Personal Profile / Password / Signing PIN / Privacy Options

Learn about your personal profile settings in Florence.

Learn how to create and use placeholders in Florence.

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

Learn

4 min

Documents

Learn how to register and login to Florence.

Learn

3 min

Registration

Remote Monitoring in Florence

Learn about remote monitoring in Florence.

Learn about reports in Florence.

Learn

2 min

Reports

Requesting a Signature on a Document

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

Learn

6 min

Documents Signatures

Requesting a Signature on a Log

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

Learn

3 min

eLogs Signatures

Sending a Signature Reminder

Learn how to send a signature reminder in Florence.

Learn how to use shortcuts in Florence.

Learn how to sign a document in Florence.

Learn how to sign an eLog in Florence.

Learn

2 min

eLogs Signatures

Signing Fillable Forms

Learn how to sign within fillable forms in Florence.

Learn how to create and manage structure templates in Florence.

Learn about Study Profiles in Florence.

Learn

3 min

Study Profile

Study Set Up in eConsent

Learn how to set up a study in eConsent.

Learn

8 min

eConsent