Libraries Tab

The Libraries tab lists the libraries that contain documents associated with a submission project, submission template, or submission task deliverable. For a submission projects and templates, only libraries containing documents that have the same product or country as the submission project or template are listed.

Required access role: Regulatory User

Note: This page is only available if you have IP Classification installed.
Important: This app stores personal data in some settings. To follow good personal data management practices, Business Administrators might need to edit these settings to remove personal data, such as names, email addresses, and phone numbers.

To access the list of libraries for a submission project's documents:

  1. Open a submission project. See Opening a Submission.
  2. In the navigation pane, select Folders.
  3. Select the Libraries tab.

To access the list of libraries for a submission template's documents:
  1. Open a submission template. See Opening a Submission Template.
  2. In the navigation pane, select Folders.
  3. Select the Libraries tab.

To access the list of libraries for a submission project task deliverable:

  1. Open a submission project. See Opening a Submission.
  2. In the navigation pane, select Schedule.
  3. Select a submission project task.
  4. In the navigation pane, select Deliverables.
  5. Select the Libraries tab.

This topic describes:

This page discusses:

Columns

Column Name Description
Title A descriptive name for the object. Click to view its details.
Name The automatically-generated name of the product, project, folder, or document.
Products The products associated with the submission project document.
Country The countries associated with the submission project document.
(Higher Revision Exists) indicates that a higher revision of the object exists.
(Locked For Use) Number of files locked/number of files checked into the document. For example, 2/4 indicates 2 files of the 4 files checked into this document are locked.
Drag

This column does not display when the Libraries tab is accessed from the Deliverables category of a submission project.

Drag the icon to the Drop column of the folder where you want to move the document. Press the Ctrl key while dragging to copy the document in the new location instead of moving it.

This action is only available to users with add and remove access to the document.

Action

The actions displayed are based on the user's access permissions to the document.

Icon Name Action


Subscribe

View and select subscriptions for a document.



Download

Download the files in the Document to your local machine. Browse to the directory or folder you want to contain the file.

When the document contains multiple files they are downloaded in a single zip file.



Check Out and Lock

Check out the files in the Document to your local machine and lock the files from other users who cannot unlock it. Navigate to the folder or directory you want to contain the file.

When the document contains multiple files they are downloaded in a single zip file.



Update Files

Update a checked-out file to its next version.



Check In

Check in a new file.



Lock

Lock the file without checking it out.



Unlock

Unlock the file without checking in a new version.

Type The type of product associated with the submission project.
Rev The revision level of the object.
Ver The version number of the document or an icon indicating that there are multiple files associated with the document.
Description A detailed description of the object.
State The current lifecycle state of the object.
File Size The file size of the document.
Owner The person responsible for the object.
Last Modified The most recent date that changes were made to the object.

Actions/Toolbar Commands

Action Name Description For More Information
Add to Selected

This action is not available when the Libraries tab is accessed from the Deliverables category of a submission project.

Adds the selected documents in the Libraries tab to the selected folder in the Local Folder tab.

Required access role: Regulatory Lead or submission project owner can perform this action when the page is accessed from the Folders category of a submission.

About Searches
Add to Deliverables

This action is only available when the Libraries tab is accessed from the Deliverables category of a submission project or submission template and when the deliverable task is not in the In Review state or higher.

Adds the selected documents in the Libraries tab to the selected folder in the Deliverables tab.

Required access roles:

  • Task owners with the Regulatory User role can perform this action when the page is accessed from the Deliverables category of a submission project task.
  • Regulatory Lead or submission project owner can perform this action when the page is accessed from the Deliverables category of a submission project task.
  • Regulatory Administrator or submission template owner can perform this action when the page is accessed from the Deliverables category of a submission template task. The submission template must be in the Draft state.

About Searches
Filter Filters the libraries list by the products and countries associated with the documents that the libraries contain from the submission products and countries listed in the Submission Products or Submission Country sections.
Note: You can also filter the libraries list by other products and countries associated with the submission project that contains the documents, but which are not associated with the document itself by typing the product or country name in the relevant search field.
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