File Download

In the File Lookup, you can download the files attached to the corresponding record. There are two (2) ways to download a file.

  • Regular Download

  • Controlled Download

Tips

  • Only controlled files with the following extensions can be downloaded: .doc, .docx, .pdf, .ppt, .pptx, .rtf, .txt, .vsd, .vsdx, .xls, and .xlsx.

  • For .vsd and .vsdx extensions, large sizes during controlled download can affect printout appearance. Using a letter-size template is advised for correct download of controlled copies.

Regular Download

If you press the Download icon , the application will provide you with a downloaded copy of the file that was uploaded and attached to your record. This is particularly useful when you want the original file in the native format to be reviewed or modified.

Controlled Download

If you select the Controlled Download icon , the application will provide you with a downloaded copy, designed to comply with the cGMPs, ALCOA, ALCOA+, and other data integrity and security requirements related to the forms and documents.

In this case, the application will convert the file to PDF format, adding a watermark and unique control number. The user's name and download request details will be stamped in the footer, as shown below.

Downloaded Controlled File Footer Example 1
Downloaded Controlled File Footer Example 2

During a controlled download of a file, the system inserts a watermark. The watermark can be modified in the account section of the team profile.

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