Start in the Form Builder page. Select the desired form so that you have it open.


1) Clicking the Annotate link tells the system to generate a PDF version of the selected form. Once the system has completed generating the PDF version of the CRF, the system will download the Annotated PDF document. The Annotated PDF document shows the layout of the CRF with a field number displayed in red next to each field as shown in the figure below. The field number corresponds to the Field Number displayed on the Form Summary document that accompanies the CRF. 




The field number corresponds to the Field Number displayed on the Form Summary document that accompanies the CRF. The Annotated PDF document header contains fields for the Study [name], [selected] Form, Version [applicable to the annotated form being displayed], Validated [Status of the form being displayed], Date [the Annotated PDF was produced], and Page information.


In addition to the form layout page(s) with the field number identifiers, the Annotated CRF also includes a Form Summary page(s) that provides the Form Name, Form Type, Number of Data Fields and the Total Fields contained on the form. Below the Form Summary is another table that provides additional details for each field as shown in the figure below.

    


The table provides additional information about each field including the Field Number, Label associated with the field if applicable, Name of the field, Type of field, Length of the field, Choices for the field if applicable and any Conditional Actions.


Annotating All forms in one PDF is also an option by clicking the link on right side of your form manager "Annotate All Forms":





When annotating, by default the system will not include child forms built from parent forms. 

To annotate study/site type forms, don't select the version checkbox option


Helpful Note: You can also export the blank CRFs (PDFs) using the mobile app form builder. Read more here.