Export to Word
Produce the report as a Word file in your own template.
Steps
- Open the document and choose Export.
- Choose Export Word for a clean file. Choose Export Word With Tracked Changes to write open suggestions as revisions and open comments as Word comments. Choose Export PDF for a PDF.
- Set the options first if you need them: Keep QC bookmarks on values, Add DRAFT watermark or Add QC log appendix.
- The export runs in the background. The file downloads when it is done, and a Download button stays in the Exports list.
Your Template
Word exports use the template you picked when you created the document. To use your own, upload the .dotx as a Template in the study, then pick it in the Template list when you create the CSR.
Macro-enabled templates (.dotm) are not supported. Save the template as .dotx or .docx without macros.
The DRAFT watermark is on by default until the document is final. Untick it for a clean copy. A signature appendix is added once a sign-off chain exists.