Comments
Comment directly on documents during preparation and review
Annotation tools
Draw, strikethrough, highlight, and move annotations to communicate feedback
Comment Management
Resolve and filter comments to streamline reviews
Voting
Establish consensus on a document's approval or revision needs
Real-time Review
See comments, votes, and status changes in real-time
User Mentions
Tag another user to ask them for input
Reviewer Management
Add and remove reviewers to a job already in flight
OOO Delegation
Specify a delegate to act on your behalf when you are out of office
Claims Linkage
Link claims within documents to their corresponding reference pieces for substantiation
Auto Substantiate
Accept or reject suggested reference links or claims based on previous substantiation
Supporting Documents
Upload external documents to create associations among materials
Web Annotation
Route and annotate directly on top of web pages and interactive content
Job Statuses
See which jobs are in draft, review, approved, or expired
Notifications
Receive emails or in-app alerts on pertinent activities like waiting tasks and overdue jobs
Jobs Board
Monitor and search a global view of all work in-flight
Import Annotations
Place annotations from a previous document version onto a new version
Send Reminders
Send email reminders about specific tasks you need colleagues to complete
Due Dates
Sort tasks assigned to you by due date
Robust Search
Search the system for documents and jobs by name or document ID
Quick Filters
Filter the Jobs board to quickly discover your tasks and specific content you own or are collaborating on
Configurable Workflows
Use a parallel and/or sequential review process in accordance with your SOPs
Rules-based Reviewer Assignments
Automatically require different reviewer groups based on document metadata
Global & Affiliate Jobs
Re-use approved global documents in other countries or regions
Permissioning
Control what your users can see and do with permission-based access
Central Library
Store all draft, in-review, & approved documents in one location
File Type Support
We support all file types including PDFs, Microsoft Office, images, & videos–up to 5 GB
Search & Filter
Search and filter to find documents and jobs you need, fast
CRM & Sales Enablement Tools
Document Control & Quality Systems
Digital Asset Management (DAM) Systems
Web Content Management Systems
ERP Systems
Custom Applications
Product & Data Warehouses
CTMs, eTMF, & Submissions
Self Service Reporting
Access job, document, team, and content metrics from one dashboard
Data Visualizations
Contextualize patterns and correlations through compelling data visualizations
Robust Filters
Filter all data by geography, job type, document subtype, and more
Job & Document Detail Reports
View details about documents and jobs with specific attributes
Bottleneck Reports
Get performance metrics to identify process inefficiencies
Content Usage
Understand which pieces of content are being used most by field reps
Expiration Reports
Run a report of documents with upcoming expirations
Downloadable Data Sets
Download raw data as a .csv file to analyze on your own
Premium Dashboards
Analyze data that matters most to your organization through advanced, custom reporting
Electronic Signature
Apply an e-Signature in compliance with FDA 21 CFR Part 11 and EU Annex 11
Audit History
See all actions performed on a document, automatically captured by the system
Version History
Review prior versions of a document to perform comparisons
FDA Submissions
Quickly generate an FDA 2253 submission package with supporting documents and references
Document Expiration
System-set dates for both first use and expiration
Submission Notifications
Receive emails or in-app alerts when a document is ready for submission or has been marked for dissemination
Certification Task
Capture a certification reason as part of your workflow to comply with your country's health authority requirements
Certification Report
Download a report containing all certification information and document properties
Claims Management
Review, approve, and maintain claims
