PDF Exports

Exporting Forms or Entire Casebooks of Subject Data

There are multiple options for getting the PDF version of forms from the subject casebooks. Use the links below to get more detail on each option.

Casebook of all PDFs for a Single Subject

Prerequisite: User has Access to background export jobs, and does not have the permission "Deny PDF exports".

Web Browser:

From the Subject Manager, PDF export options are available for each subject:

Print will create a single PDF file of all forms for the subject.

Zip will create a zipped file containing individual files for each form.

Once processing in completed, you can find your PDF/Zip file(s) under Reports/Background Export Jobs.

Mobile App:

Tap the PDF icon on the same subject table:

iOS will export the PDF to the device's iCloud folder.

If the resulting file shows the form going off the PDF page, it's because the form has not been optimized for paper sizing by the Study Builder. This can be adjusted via the form’s Dots per Inch form property.

PDF for a Single Form

Prerequisite: Does not have the permission "Deny PDF exports".

Individual CRFs can be downloaded from the Scheduled visits Dropdown view or the Longitudinal List.

Web Browser:

Mobile App:

Open any form and tap the PDF icon at the top of the form.


At this time the mobile app will print all content designed on the form - including conditionally hidden fields and blinded fields. If Studies have blinded fields, it is recommended that access to printing PDFs is denied to any users that should not see blinded data.


Multiple Subjects' Casebooks - Batch PDF Exports

The batch PDF export tool allows for exporting bookmarked casebooks for multiple subjects at once, complete with navigational linking along with audit trail and query information. The file downloads as a zip folder containing one file per subject.

This is useful for submissions or having the paper version of a casebook for a master file.

Site membership is enforced, so the user accessing it can only export PDFs for their own site(s). 

Prerequisite permissions:

  • User has Access to background export jobs
  • Data Extraction > Access Batch PDF Exports
  • Study events report

Field blinding is enforced - so be sure to consider which role is doing the exporting because some data may not be shown if fields are blinded to that role.

On a related note, form view permissions are NOT enforced from the CRF export tool. It should be expected that anyone with access to this tool is able to view all forms being collected at the subject level.

Web Browser:

Batch PDF exports is available under the data extracts menu on the web:


Proceed through the questions presented to select which subjects and content is needed.

File Format and Content
Files are downloaded as Zipped folders where each subject is a separate file of all its corresponding records.

Similar to the PDF exports from the subject manager, each file will have an index for easy navigation and headers to display the details of each page.

Links to the audit and query details can be found at the top of each form. Use the links to quickly jump to those pages, and then the index on the left to jump back to the form.


PDF File Content

Each Form within a file will contain a header to indicate key information, including:

  • Site
  • Subject ID
  • Form name
  • Visit Name (if applicable)
  • Record ID - as seen in the data exports and on screen when a form is opened. This is unique for each record within a given study
  • Date - visit date from the form
  • Current status

Navigation is made simple by the PDF index, which is usually found on the left of native browser viewers. The index provides the ability to jump to specific visits and forms.