# TrialKit

> Knowledge base documentation for TrialKit.

## v1

- [About TrialKit Knowledge Base](https://help.trialkit.com/docs/kb-about.md)
- [Setting User Preferences](https://help.trialkit.com/docs/setting-user-preferences.md)
- [Clinician and Study Personnel Sign In](https://help.trialkit.com/docs/sign-in-clinicians.md)
- [Navigating TrialKit](https://help.trialkit.com/docs/navigating-trialkit.md)
- [Subject Casebooks](https://help.trialkit.com/docs/subject-casebooks.md)
- [Get Support](https://help.trialkit.com/docs/get-support.md)
- [Clinician and Study Personnel Sign In](https://help.trialkit.com/docs/clinician-and-study-personnel-sign-in.md)
- [Navigating TrialKit](https://help.trialkit.com/docs/navigating-trialkit-1.md)
- [Data Entry Basics](https://help.trialkit.com/docs/data-entry-basics.md)
- [Queries](https://help.trialkit.com/docs/queries.md)
- [Registering New Subjects or Withdrawing Existing Subjects](https://help.trialkit.com/docs/registering-new-subjects-or-withdrawing-existing-subjects.md)
- [Subject Casebooks](https://help.trialkit.com/docs/subject-casebooks-1.md)
- [Action Items Report](https://help.trialkit.com/docs/action-items-report.md)
- [Data Review, Monitoring, and Signatures](https://help.trialkit.com/docs/data-review-monitoring-and-signatures.md)
- [Tasks](https://help.trialkit.com/docs/tasks.md)
- [Diary Schedules and Compliance](https://help.trialkit.com/docs/diary-schedules.md)
- [Consenting Participants](https://help.trialkit.com/docs/consenting-participants.md)
- [Site Calendar/Scheduling](https://help.trialkit.com/docs/site-calendarscheduling.md)
- [Site Inventory and Product Assignment](https://help.trialkit.com/docs/site-inventory-and-product-assignment.md)
- [Video Visits/Meetings](https://help.trialkit.com/docs/video-visitsmeetings.md)
- [Performing Adjudication](https://help.trialkit.com/docs/performing-adjudication.md)
- [TrialKit PACS For DICOMs](https://help.trialkit.com/docs/trialkit-pacs-for-dicoms.md)
- [Participant PIN reference and Sending Manual Notifications](https://help.trialkit.com/docs/participant-pin-reference-and-sending-manual-notifications.md)
- [Report Builder (Ad-hoc Reports)](https://help.trialkit.com/docs/report-builder-ad-hoc-reports.md)
- [Randomizing Participants](https://help.trialkit.com/docs/randomizing-participants.md)
- [Handoff Mode](https://help.trialkit.com/docs/handoff-mode.md)
- [Moving Subject(s) To A Different Cohort or Site](https://help.trialkit.com/docs/moving-subjects-to-a-different-cohort-or-site.md)
- [Deleting Forms, Files, and Subjects](https://help.trialkit.com/docs/deleting-forms-files-and-subjects.md)
- [PDF Exports](https://help.trialkit.com/docs/pdf-exports.md)
- [Creating Administrative/Validation Copies of Live Studies](https://help.trialkit.com/docs/creating-administrativevalidation-copies-of-live-studies.md)
- [Study Database Design and Modeling](https://help.trialkit.com/docs/study-database-design-and-modeling.md)
- [Form Building Tips](https://help.trialkit.com/docs/form-building-tips.md)
- [Configure Adjudication](https://help.trialkit.com/docs/configure-adjudication.md)
- [Managing Adjudication](https://help.trialkit.com/docs/adjudication.md)
- [International Classification of Diseases (ICD) Reference](https://help.trialkit.com/docs/international-classification-of-diseases-icd-reference.md)
- [Setting Up Forms for Sequencing or Linking Relationships](https://help.trialkit.com/docs/setting-up-forms-for-sequencing-or-linking-relationships.md)
- [Configuring/Using Interval Date Entry (IDE)](https://help.trialkit.com/docs/configuringusing-interval-date-entry-ide.md)
- [Host Level Role Manager](https://help.trialkit.com/docs/host-level-role-manager.md)
- [Host Level User Roles and Rights](https://help.trialkit.com/docs/host-level-user-roles-and-rights.md)
- [Theme/Appearance Customization Overview](https://help.trialkit.com/docs/themeappearance-customization-overview.md)
- [Host and Study Web Page Builder - Customized Landing Pages](https://help.trialkit.com/docs/host-and-study-web-page-builder-customized-landing-pages.md)
- [Contact Us Page](https://help.trialkit.com/docs/contact-us-page.md)
- [Study Functionality Settings](https://help.trialkit.com/docs/study-functionality-settings.md)
- [Reference Files](https://help.trialkit.com/docs/reference-files.md)
- [Device Sizes and Languages](https://help.trialkit.com/docs/targeting-web-forms-for-devices-and-languages.md)
- [Web Page Reports - Creating Custom Pages for External Linking](https://help.trialkit.com/docs/web-page-reports-creating-custom-pages-for-external-linking.md)
- [Web Forms 7.0 - Next Generation Forms](https://help.trialkit.com/docs/web-forms-70-next-generation-forms.md)
- [Blinding Data and Form View Permissions](https://help.trialkit.com/docs/blinding-data-and-form-view-permissions.md)
- [Study Roles and Permissions](https://help.trialkit.com/docs/roles-and-permissions.md)
- [Local Lab Ranges/Normals](https://help.trialkit.com/docs/local-lab-rangesnormals.md)
- [Randomization Configuration](https://help.trialkit.com/docs/randomization-configuration.md)
- [Study Building Guide](https://help.trialkit.com/docs/study-building-guide.md)
- [Batch Data Import](https://help.trialkit.com/docs/batch-data-import.md)
- [Version Management](https://help.trialkit.com/docs/version-management.md)
- [Reserved Words](https://help.trialkit.com/docs/reserved-words.md)
- [Scheduled Visits and Cohorts](https://help.trialkit.com/docs/scheduled-visits-and-cohorts.md)
- [Study Workflow](https://help.trialkit.com/docs/study-workflow.md)
- [File Collection and Storage](https://help.trialkit.com/docs/file-collection-and-storage.md)
- [Configuring Risk-Based Monitoring](https://help.trialkit.com/docs/configuring-risk-based-monitoring.md)
- [Process To Move A Study Live](https://help.trialkit.com/docs/process-to-move-a-study-live.md)
- [Form Building Guide](https://help.trialkit.com/docs/form-building-guide.md)
- [Creating, Editing, and Deleting Forms](https://help.trialkit.com/docs/creating-editing-and-deleting-forms.md)
- [Form Building and Related Tools](https://help.trialkit.com/docs/form-building-and-related-tools.md)
- [Image Library](https://help.trialkit.com/docs/image-library.md)
- [Configuring Email Notifications and Distribution Lists](https://help.trialkit.com/docs/configuring-email-notifications-and-distribution-lists.md)
- [Form Libraries and Replicating Forms](https://help.trialkit.com/docs/form-libraries.md)
- [Form Properties](https://help.trialkit.com/docs/form-properties.md)
- [Field Types and Properties](https://help.trialkit.com/docs/field-types-and-properties.md)
- [Auto-Validating Forms](https://help.trialkit.com/docs/auto-validating-forms.md)
- [Configuring Unscheduled Visits](https://help.trialkit.com/docs/configuring-unscheduled-visits.md)
- [Moving Averages](https://help.trialkit.com/docs/moving-averages.md)
- [Form Saving Process](https://help.trialkit.com/docs/form-saving-process.md)
- [Conditional Actions - Building](https://help.trialkit.com/docs/conditional-actions-building.md)
- [External Variables](https://help.trialkit.com/docs/external-variables.md)
- [Conditional Actions - Edit Checks](https://help.trialkit.com/docs/conditional-actions-edit-checks.md)
- [Conditional Actions - Hide](https://help.trialkit.com/docs/conditional-actions-hide.md)
- [Conditional Actions - Compute](https://help.trialkit.com/docs/conditional-actions-compute.md)
- [Conditional Actions - Conditional Choices](https://help.trialkit.com/docs/conditional-actions-conditional-choices.md)
- [Conditional Actions - Populate](https://help.trialkit.com/docs/conditional-actions-populate.md)
- [Conditional Actions - Change Cohort](https://help.trialkit.com/docs/conditional-actions-change-cohort.md)
- [Conditional Actions - Popup Message](https://help.trialkit.com/docs/conditional-actions-popup-message.md)
- [Conditional Actions - Email Notifications and Tasks](https://help.trialkit.com/docs/conditional-actions-email-notifications.md)
- [Conditional Actions - Disable](https://help.trialkit.com/docs/conditional-actions-disable.md)
- [Conditional Actions - Event Trigger and Event Terminate](https://help.trialkit.com/docs/conditional-actions-event-trigger-and-event-terminate.md)
- [Configuring Study For ePRO and eDiaries](https://help.trialkit.com/docs/configuring-study-for-epro-and-ediaries.md)
- [Activity and Sleep Data Collection With Wearables](https://help.trialkit.com/docs/wearables-health-and-activity-data-collection-apple-health-google-health-connect-and-fitbit.md)
- [Configuring ePRO Notifications](https://help.trialkit.com/docs/configuring-epro-notifications.md)
- [Configuring Consent](https://help.trialkit.com/docs/configuring-consent.md)
- [User Management and Site Access](https://help.trialkit.com/docs/user-management.md)
- [Host Account Information](https://help.trialkit.com/docs/host-account-information.md)
- [Site Management](https://help.trialkit.com/docs/site-management.md)
- [Study Manager](https://help.trialkit.com/docs/study-manager.md)
- [Study Validation and Training](https://help.trialkit.com/docs/study-validation-and-training.md)
- [CTMS Center](https://help.trialkit.com/docs/ctms-center.md)
- [Form/Record Status and Record Type Definitions](https://help.trialkit.com/docs/formrecord-status-and-record-type-definitions.md)
- [Clearing (Deleting) All Study Data](https://help.trialkit.com/docs/clearing-deleting-all-study-data.md)
- [Study Documents](https://help.trialkit.com/docs/study-documents.md)
- [Single Sign On (SSO)](https://help.trialkit.com/docs/single-sign-on-sso.md)
- [Importing Lab PDFs](https://help.trialkit.com/docs/importing-lab-pdfs.md)
- [Clear Browser Cache and Cookies](https://help.trialkit.com/docs/clear-browser-cache-and-cookies.md)
- [Trial Master File (eTMF)](https://help.trialkit.com/docs/trial-master-file-etmf.md)
- [Data Exports](https://help.trialkit.com/docs/data-exports.md)
- [SAS XML File Mapping](https://help.trialkit.com/docs/sas-xml-file-mapping.md)
- [Study Notification Manager](https://help.trialkit.com/docs/study-notification-manager.md)
- [Licensing, Billing, and Requesting Changes](https://help.trialkit.com/docs/licensing-billing-and-requesting-changes.md)
- [Site Document Manager](https://help.trialkit.com/docs/site-document-manager.md)
- [Site Payment Configuration and Management](https://help.trialkit.com/docs/site-payment-configuration-and-management.md)
- [File Repository](https://help.trialkit.com/docs/file-repository.md)
- [Closing a Study or Stopping Subscription](https://help.trialkit.com/docs/contract-cessation.md)
- [TrialKit API Basics](https://help.trialkit.com/docs/trialkit-api-basics.md)
- [Hook Into Events](https://help.trialkit.com/docs/hook-into-events.md)
- [External Integrations](https://help.trialkit.com/docs/native-integrations.md)
- [Inventory Administration](https://help.trialkit.com/docs/inventory-administration.md)
- [Inventory Configuration](https://help.trialkit.com/docs/inventory-configuration.md)
- [Participant/Patient Sign In](https://help.trialkit.com/docs/participant-sign-in.md)
- [Participants - Accessing and Completing Forms](https://help.trialkit.com/docs/accessing-epro-forms-to-complete-participant.md)
- [Viewing Historical Data or Missed Forms](https://help.trialkit.com/docs/viewing-historical-data-or-missed-forms.md)
- [Participant Reimbursements](https://help.trialkit.com/docs/participant-reimbursements.md)
- [Health and Activity Wearables](https://help.trialkit.com/docs/health-and-activity-wearables.md)
- [Participant's Schedule and Virtual Video Sessions](https://help.trialkit.com/docs/participants-schedule-and-virtual-video-sessions.md)
- [Medical Coding](https://help.trialkit.com/docs/medical-coding.md)
- [Medical Coding Configuration](https://help.trialkit.com/docs/medical-coding-configuration.md)
- [Reporting Objects](https://help.trialkit.com/docs/reporting-objects.md)
- [TrialKit Drive Automated Exports](https://help.trialkit.com/docs/trialkit-drive-and-business-intelligence-bi.md)
- [Data Merge Documents](https://help.trialkit.com/docs/data-merge-docs.md)
- [Data Management Report](https://help.trialkit.com/docs/data-management-report.md)
- [Email Notification Log](https://help.trialkit.com/docs/email-notification-log.md)
- [Consent Report](https://help.trialkit.com/docs/consent-report.md)
- [Background Export Jobs](https://help.trialkit.com/docs/background-export-jobs.md)
- [Record Status and Study Progress Reports](https://help.trialkit.com/docs/record-status-and-study-progress-reports.md)
- [Form Data Audit Reports](https://help.trialkit.com/docs/form-data-audit-reports.md)
- [eDiary Report](https://help.trialkit.com/docs/ediary-report.md)
- [Dashboard Report](https://help.trialkit.com/docs/dashboard-report.md)
- [Study Events Report](https://help.trialkit.com/docs/study-events-report.md)
- [Site/User Audit Report](https://help.trialkit.com/docs/siteuser-audit-report.md)
- [Sign In Audit Report](https://help.trialkit.com/docs/sign-in-audit-report.md)
- [Participant Notifications Report](https://help.trialkit.com/docs/participant-notifications.md)
- [TrialKit AI For Data Analysis](https://help.trialkit.com/docs/ai-analytics.md)
- [AI Data Generation](https://help.trialkit.com/docs/ai-data-generation.md)
- [AI Data Validation](https://help.trialkit.com/docs/ai-data-validation.md)
- [General Guidance For AI Prompts](https://help.trialkit.com/docs/trialkit-ai-prompts.md)
- [Platform Overview](https://help.trialkit.com/docs/platform-overview.md)
- [April 2026 - Release Summary](https://help.trialkit.com/docs/april-2026-release-summary.md)
- [March 2026 - Release Summary](https://help.trialkit.com/docs/march-2026-release-summary.md)
- [January 2026 - Release Summary](https://help.trialkit.com/docs/january-2026-release-summary.md)
- [December 2025 - Release Summary](https://help.trialkit.com/docs/december-2025-version-8-release-summary.md)
- [October 2025 - Release Summary](https://help.trialkit.com/docs/october-2025-release-summary.md)
- [August 2025 - Release Summary](https://help.trialkit.com/docs/august-2025-release-summary.md)
- [July 2025 - Release Summary](https://help.trialkit.com/docs/july-2025-release-summary.md)
- [May 2025 - Release Summary](https://help.trialkit.com/docs/may-2025-release-summary.md)
- [April 2025 - Release Summary](https://help.trialkit.com/docs/april-2025-release-summary.md)
- [March 2025 - Release Summary](https://help.trialkit.com/docs/march-2025-release-summary.md)
- [January 2025 - Release Summary](https://help.trialkit.com/docs/january-2025-release-summary.md)
- [November 2024 - Release Summary](https://help.trialkit.com/docs/november-2024.md)
- [October 2024](https://help.trialkit.com/docs/october-2024.md)
- [August 2024](https://help.trialkit.com/docs/august-2024.md)
- [June 2024](https://help.trialkit.com/docs/june-2024.md)
- [Jan-May 2024](https://help.trialkit.com/docs/jan-may-2024.md)
- [Roadmap](https://help.trialkit.com/docs/roadmap.md)
- [Version Release Archive](https://help.trialkit.com/docs/version-release-archive.md)
- [System Status](https://help.trialkit.com/docs/system-status.md)
- [Web Version 7.0](https://help.trialkit.com/docs/web-version-70.md)
- [TrialKit Overview and Demonstration](https://help.trialkit.com/docs/trialkit-demonstration.md)
- [TrialKit Training Outline](https://help.trialkit.com/docs/trialkit-training-outline.md)
- [TrialKit Training and Certification](https://help.trialkit.com/docs/trialkit-training-and-certification.md)
- [New Customer Onboarding Summary](https://help.trialkit.com/docs/new-customer-onboarding.md)
- [Assessing or Auditing CDS](https://help.trialkit.com/docs/assessing-or-auditing-cds.md)
- [The CDS Trust Center](https://help.trialkit.com/docs/the-cds-trust-center.md)
- [Compliance, Data Storage, and Security](https://help.trialkit.com/docs/compliance-data-storage-and-security.md)
- [Privacy And GDPR](https://help.trialkit.com/docs/privacy-and-gdpr.md)
- [Link Participants with supplemental identifier](https://help.trialkit.com/docs/link-participants-when-both-guardiancaretakers-are-involved.md)
- [Remove Bias Response From Questionnaires](https://help.trialkit.com/docs/remove-bias-response-from-questionnaires.md)
- [Participant Self-Registration](https://help.trialkit.com/docs/embed-trialkit-in-your-decentralized-study-workflow.md)
- [Make Contact Information Known](https://help.trialkit.com/docs/make-contact-information-known.md)
- [Display Helpful Info on The Study Home Page](https://help.trialkit.com/docs/display-helpful-metrics-on-the-study-home-page.md)
- [Create Role-Specific Study Notifications](https://help.trialkit.com/docs/create-role-specific-study-notifications.md)
- [Schedule Visits With Participants In a Common Calendar](https://help.trialkit.com/docs/schedule-visits-with-participants-in-a-common-calendar.md)
- [Local Lab PDF Importing](https://help.trialkit.com/docs/local-lab-pdf-importing.md)
- [Report On User Activity](https://help.trialkit.com/docs/report-on-your-own-activity.md)
- [Quick Casebook Navigation Tips](https://help.trialkit.com/docs/quick-navigation-tips.md)