Consent forms and source docs, organized
Document Management
Store protocols, consent forms, and participant documents securely, linked to the right study and candidate.
What you get
- Centralized, study-linked document storage
- Secure participant document handling
- Role-based access to sensitive files
- Always know which version is current
Why it matters
Keep every document where it belongs. Trialflow links files to the right study and participant, controls who can see them, and makes sure your team always knows which version is current.
See it in action
Document Management, inside Trialflow
FAQ
Document Management questions, answered
What documents can I store in Trialflow?+
Protocols, consent forms, source documents, and participant files all live in one place, linked to the right study and candidate so nothing is filed in the wrong folder.
Are documents linked to studies and participants?+
Yes. Every file is associated with the relevant study and, where appropriate, the specific participant, so the right people can find the right document in context.
Who can access sensitive files?+
Role-based access controls determine who can view and manage documents, down to the study and site level, so sensitive files are only visible to team members who should see them.
How do I know which version of a document is current?+
Trialflow keeps your team aligned on the current version of each document, so coordinators aren’t consenting from an outdated form or working off the wrong protocol revision.
Is document storage secure?+
Documents are stored with encryption in transit and at rest and protected by the same access controls and audit logging that apply across the platform.
Does this replace a full eRegulatory or eISF system?+
Document management keeps your study and participant files organized and accessible alongside the rest of your recruitment workflow. It complements, rather than fully replaces, a dedicated eRegulatory or eISF platform — we’re happy to discuss how it fits your stack.
Which plans include document management?+
Document management is included starting with the Scale plan, and on Enterprise.
See Document Management in action
Get a personalized walkthrough tailored to your studies and therapeutic areas.