Course Catalog

Want to learn more about our software? Take a look at our individual course lessons below, most are only 2-3 minutes in length!

Please note that some features are permission-driven. You may see something different on your screen based on your role.

Adding Participants in eConsent

Learn how to invite participants manually or by email in eConsent.

Learn how to use annotations in Florence.

Annotations Documents & Signatures

Learn how announcements are used in Florence.

Announcements Admin Tasks

Applying Due Dates and Expiration Dates in Bulk

Learn how to apply due dates and expiration dates in bulk in Florence.

Assigning a Structure to a Binder or Folder

Learn how to assign a structure to a binder or folder in Florence.

Binders Folders Admin Tasks

Audit Trails (Admin)

Learn how to view audit trails in Florence.

Audits Admin Tasks

Audit Trails (Basic)

Learn how to view audit trails in Florence.

Audits Documents & Signatures

Audit Trails in eConsent

Learn about audit trails in eConsent.

Bulk Signature Requests on an eLog

Learn how to request bulk signatures on an eLog in Florence.

eLogs Signatures eLogs & Forms

Bulk Upload of Rows in eLogs

Learn how to bulk upload eLog rows in Florence.

Canceling a Signature Request

Learn how to cancel a request for a signature in Florence.

Signatures Documents & Signatures

Completing a Task

Learn how to complete a task in Florence.

Tasks Reporting Tools (Tags, Labels, Tasks)

Creating Binders

Learn how to create binders in Florence.

Binders Structure

Creating Folders

Learn how to create folders in Florence.

Folders Structure

Learn how to create a role in Florence.

Roles Access Management

Creating a Task

Learn how to create a task in Florence.

Tasks Reporting Tools (Tags, Labels, Tasks)

Learn how to use the dashboard in Florence.

Dashboard Admin Tasks

Document Locking

Learn how to lock a document in Florence.

Documents Admin Tasks

Learn how to download a document in Florence.

Documents Documents & Signatures

Learn how to add due dates in Florence.

Dates Shortcuts, Due Dates & Placeholders

Duplicating Documents, Folders or Placeholders

Learn how to duplicate documents, folders and placeholders in Florence.

Navigation Documents Placeholders Folders Documents & Signatures

Duplicate a Role

Learn how to duplicate a role in Florence.

Roles Access Management

eConsent for End Users

Learn about eConsent as an end user.

eConsent Refresher Training

This hour-long recording of a live training session reviews basic eConsent functionality.

eConsent for Site Admins

Learn about eConsent as a Site Administrator.

eLogs Adding to Study

Learn how to add logs to a study in Florence.

eLogs Admin Tasks

Learn how to create eLog templates in Florence.

eLogs Templates Admin Tasks

Emailing a Document

Learn how to email a document into Florence.

Documents Documents & Signatures

Email Notifications

Learn about email notifications in Florence (optional).

Notifications Registration & Navigation

ePrinter Document Rename

Learn how to rename a document using the Florence ePrinter.

ePrinter Installation

Learn how to install Florence's ePrinter.

ePrinter PHI Flag

Learn about how to apply flag PHI when printing in Florence.

Expiration Dates

Learn how to add an expiration date in Florence.

Dates Shortcuts, Due Dates & Placeholders

Learn how to use fillable forms in Florence.

Forms eLogs & Forms

Filling a Placeholder

Learn how to fill in Placeholders in Florence.

Placeholders Shortcuts, Due Dates & Placeholders

Learn all about Global View in Florence.

Global View Registration & Navigation

Importing Folder Structure

Learn how to import a folder structure in Florence.

Folders Structure

Learn about labels in Florence.

Labels Reporting Tools (Tags, Labels, Tasks)

Managing Participant Forms in eConsent

Learn how to manage participant forms in eConsent.

Managing Access Levels in eConsent

Learn how to manage access levels in eConsent.

Moving Documents

Learn how to move documents in Florence.

Navigation Documents Documents & Signatures

Learn how to navigate Florence.

Navigation Registration & Navigation

Learn about how to access help in Florence.

Navigation Registration & Navigation

Permissions Overview

Learn about permissions in Florence.

Permissions Access Management

Personal Profile / Password / Signing PIN / Privacy Options

Learn about your personal profile settings in Florence.

Personal Profile Registration & Navigation

Learn how to create and use placeholders in Florence.

Placeholders Shortcuts, Due Dates & Placeholders

QC Review Workflow

Learn how to use the QC (Quality Control) Review process on documents.

Documents Documents & Signatures

Register and Login

Learn how to register and login to Florence.

Registration Registration & Navigation

Remote Monitoring in Florence

Learn about remote monitoring in Florence.

Monitor Review Module MRM & Study Profile Management

Learn about reports in Florence.

Reports Reporting Tools (Tags, Labels, Tasks)

Requesting a Signature on a Document

Learn how to request a signature on a document in Florence.

Documents Signatures Documents & Signatures

Requesting a Signature on a Log

Learn how to request a signature on a Log (eLog)

eLogs Signatures eLogs & Forms

Sending a Signature Reminder

Learn how to send a signature reminder in Florence.

Signatures Documents & Signatures

Learn how to use shortcuts in Florence.

Shortcuts Shortcuts, Due Dates & Placeholders

Signing a Document

Learn how to sign a document in Florence.

Documents Signatures Documents & Signatures

Signing an eLog

Learn how to sign an eLog in Florence.

eLogs Signatures eLogs & Forms

Signing Fillable Forms

Learn how to sign within fillable forms in Florence.

Signatures Forms eLogs & Forms

Structure Templates

Learn how to create and manage structure templates in Florence.

Templates Admin Tasks

Learn about Study Profiles in Florence.

Study Profile MRM & Study Profile Management

Study Set Up in eConsent

Learn how to set up a study in eConsent.

Learn how to use tags in Florence.

Tags Reporting Tools (Tags, Labels, Tasks)

Learn how to use Team Settings in Florence.

Manage Access Teams Admin Tasks

Learn about team members in Florence.

Manage Access Teams Access Management

Team Notifications

Learn about team notifications.

Notifications Teams Admin Tasks

Uploading a Document

Learn how to upload a document in Florence.

Documents Documents & Signatures

Uploading a Form in eConsent

Learn how to upload a form in eConsent.

Uploading a New Version

Learn how to upload a new version of a file in Florence.

Documents Documents & Signatures

Learn how to use eLogs in Florence.

eLogs eLogs & Forms

Using the Monitor Review Module as Monitor

Learn how to use the Monitor Review Module as a Monitor in Florence.

Monitor Review Module MRM & Study Profile Management

Using the Monitor Review Module as Study Team

Learn about using the Monitor Review Module as a Study Team in Florence. Addition helpful related lessons are Labels, Creating a Role, Permissions Overview and Using the Monitor Review Module as Monitor.

Monitor Review Module MRM & Study Profile Management

ePrinter Training

This course is for site users interested in installing and using the Florence ePrinter.