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E-Source / e-TMF Setup

# Build Study
Last updated: 04/14/2026

Configure E-Source and electronic Trial Master File (e-TMF) for trial documentation management.

info

For the business definition, see E-Source / e-TMF in Getting Started.

Configure from Home → select your study → the app (under Installed Apps) → Setup.

Configuration URL: https://[instance]/home/study/[studyId]/apps/e-source-etmf

Configuration options

E-Source / e-TMF configuration typically includes:

  • Document types — Define TMF document categories
  • Filing structure — TMF folder and filing rules
  • Access control — Permissions for document upload and viewing
  • Integration — Link to source data and CRF attachments

Access the configuration page to view and modify the settings available for your study.

E-Sourcee-TMFConfiguration
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