- 1. Registration & Navigation
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Register & Login 3 min
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Navigating 2 min
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Global View 3 min
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Personal Profile / Password / Signing PIN / Privacy Options 1 min
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Email Notifictions 1 min
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Need Help 1 min
- 2. Documents & Signatures
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Uploading a Document 2 min
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Emailing a Document 2 min
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Moving a Document 1 min
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Duplicating Documents, Folders, or Placeholders 1 min
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Uploading a New Version 1 min
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Annotations 4 min
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Downloads 2 min
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Signing a Document 5 min
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Requesting a Signature on a Document 6 min
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Sending a Signature Reminder 1 min
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QC Review Workflow 4 min
- 3. Shortcuts, Due Dates, and Placeholders
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Shortcuts 2 min
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Due Dates 1 min
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Expiration Dates 1 min
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Applying Due Dates and Expiration Dates in Bulk 2 min
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Placeholders 1 min
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Filling a Placeholder 3 min
- 4. eLogs & Forms
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Requesting a Signature on a Log 3 min
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Signing an eLog 2 min
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Fillable Forms 3 min
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Signing Fillable Forms 1 min
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Using eLogs 3 min
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Bulk Upload of Rows in eLogs 3 min
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Bulk Signature Requests on an eLog 3 min
- 5. Structure
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Creating Folders 1 min
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Importing Folder Structure 3 min
- 6. Access Management
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New Study Setup 3 min
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Team Members 3 min
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Permissions Overview 2 min
- 7. Admin Tasks (Team Setup, etc)
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Announcements 2 min
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Team Notifications 1 min
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eLog Templates 4 min
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eLogs Adding to Study 1 min
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Audit Trails (Admin) 2 min
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Document Locking 3 min
- 8. Reporting Tools (Labels, Tags, Tasks)
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Reports 2 min
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Labels 4 min
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Creating a Task 2 min
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Completing a Task 3 min
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Tags 2 min
- 9. Monitoring & Study Profile Management
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Remote Monitoring in Florence 1 min
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Study Profiles 3 min
- 10. Quiz
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Essentials Study Staff Quiz 10 min
Florence Essentials Training for Study Staff
This course is recommended for study staff who use (or will be using) Florence eBinders at their institution.
You must click the "Register" button above to start training.
Welcome to Florence! This Essentials training is intended for Study Staff and covers the following topics:
- Registration & Navigation
- Documents & Signatures
- Shortcuts, Due Dates & Placeholders
- eLogs & Forms
- Structure
- Access Management
- Admin Tasks (Team setup, etc.)
- Reporting Tools (Tags, Labels, Tasks)
- Monitoring & Study Profile Management