Documents Manager

Track General site documents and study-specific boards, attach files or URLs, manage follow-up tasks, and export a migration-ready package.

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Start with the General board

Use General for site-level documents like CLIA, licenses, GCP certificates, SOPs, and non-study-specific credentials.

Create study boards Each study can have its own board for IRB, protocol, budget, delegation, and startup files.

Add documents and tasks Attach a local file, paste a URL, set expirations, and create follow-ups for missing items.

Export when ready Download CSV, JSON, or a ZIP with manifests, task exports, metadata, and originals when available.

0 Boards

0 Documents

0 Export-ready files

0 Open tasks

General

	Document	Board	Owner	Expires	Status	Source

Task Follow-up

Track missing documents, review steps, and board-specific action items.

Export Package

Create a read-only package with source metadata, board structure, documents, tasks, original files, and an orphan report.

Download

ZIP export includes manifest.csv, manifest.json, task_board_export.csv, boards.json, export_metadata.json, orphan_report.json, and any attached originals.

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