Folder Lists for Submissions

For a submission project, you can access the lists of folders specific to that submission and the folders associated with the submission master record that manages the submission.

Required access role: Regulatory User

The Master Folders tab lists the folders inherited from the submission master record. The Local Folders tab lists the folder specific to this submission project. If this submission is part of a group, you also see a Leader Folders tab, which lists folders inherited from the lead submission project.

When dragging and dropping documents between the submission's Local Folders tab and the submission master record's Master Folders tab, the documents are referenced instead of copied.

See Project Management User's Guide: Maintaining Folders and Content for more information.

Note: Submission projects that are configured to use the eCopy publishing format have two local folders that are created automatically:
  • Published Dossier: This folder is populated once the submission is published.
  • Submission Dossier: This folder has two virtual folders: STATISTICAL DATA (which includes all statistical type files) and MISC (which includes all video and image files).
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 this page:

  1. Open the required submission project.
  2. In the navigation pane, click Bookmarks.

This topic describes:

This page discusses:

Columns

All folder tabs contains the same columns.

Column NameDescription
NameThe name of the item. The first row shows the submission master record. The next level shows the folders. Subsequent levels can show subfolders and documents.
Only shows a value for a row listing a file.

If shows, a higher revision for the file exists.

Number of files locked/number of files checked into this document. For example, 2/4 indicates 2 files of the 4 files checked into this object are locked.

Only shows a value for a row listing a file.

DropAllows you to drag a document or folder from another folder and drop it on top of the green plus to add it to that folder.

The green plus sign turns red to indicate when you can drop the document or folder. If the plus sign turns yellow, you cannot drop that item there.

You can also drag files from your computer and drop them in this column. The app creates a new document for each file you drop.

DragAllows you to drag the folder or document to another folder and drop it in the Drop column. Drag to move the folder or document from this place to the required place. Press the Control key when you drag if you want to copy the file instead of moving it.
Action

Icon Description Action


Subscribe

View and select subscriptions for a document.



Viewer Open and view the file in a new window.

Download

Download the files in the document to your local computer. 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 document to your local computer and lock the file from other users who cannot unlock it. Navigate to the folder or directory you want to contain the document.

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



Check In

Check in a new document.


Add New FileSelect a new file to add to the folder.

Update Files

Update a checked-out document to its next version.


Lock

Lock the document without checking it out.


Unlock

Unlock the document without checking in a new version.
Bookmark

Only shows on a row for a bookmark.

Launches the defined URL for the bookmark.

TypeThe type of item on this row: Submission Master Record, Workspace Folder, Bookmark, or Document.
TitleThe descriptive name of the item.
RevThe revision level.

Only shows a value for a row listing a file.

VerThe version number for a file, or an icon indicating multiple files.

Only shows a value for a row listing a file.

DescriptionDescriptive information about the item.
StateThe current lifecycle state for this item.
File SizeShows the size of the file.

Only shows a value for a row listing a file.

OwnerThe person responsible for the item.
Last ModifiedThe most recent date that changes were made to the item.

Actions/Toolbar Commands

All folder tabs contains the same actions.

ActionDescriptionFor More Information
Sync Local/MasterReferences (instead of copying) contents of the submission's Local Folders in the submission master record's Master Folders and vice versa by synchronizing their contents.-
Bookmark Action >CreateCreate a folder.

Required access role: Regulatory User

Project Management User's Guide: Creating or Cloning a Folder or Subfolder
Bookmark Action >CopyCreate a folder by copying an existing folder.

Required access role: Regulatory User

Project Management User's Guide: Creating or Cloning a Folder or Subfolder
Bookmark Action >Content ReportOpens the report that shows details about the submission master record, then a report on the folders.

Required access role: Regulatory User

Project Management User's Guide: Viewing the Folder Content Report
Bookmark Action >DeleteDeletes the selected folders. Click OK to confirm.

Required access role: Regulatory User

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Bookmark Action >Add To Selected Searches for content to add to the selected folder.

Required access role: Regulatory User

Project Management User's Guide
Document/Files >Create New Document Creates a new document.

Required access role: Regulatory User

Collaboration and Approvals User's Guide: Documents and Content
Document/Files >Add ExistingSearches for and adds an existing document to the selected folder.

Required access role: Regulatory User

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Document/Files >Upload Files Uploads files to the folder.

Required access role: Regulatory User

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Document/Files >Add to BookmarkAdds the selected document to another folder.

Required access role: Regulatory User

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Document/Files >RemoveRemoves the selected document from the folder.

Required access role: Regulatory User

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Bookmark URL >Create Bookmark URLCreates a bookmark stored in the selected folder.

Required access role: Regulatory User

Project Management User's Guide: Creating a Bookmark
Bookmark URL >Delete Bookmark URL Deletes the selected bookmark. Click OK to confirm.

Required access role: Regulatory User

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Bookmark Subscriptions Subscribes you to selected events that occur for the selected folder.

Required access role: Regulatory User

Project Management User's Guide: Subscribing to Folder Events
BookmarkShows you how many other users are subscribed to or receiving pushed subscriptions events for the folder.

Required access role: Regulatory User

Project Management User's Guide: Pushing Folder Subscriptions
Document Subscriptions Subscribes you to events that occur for the selected document.

Required access role: Regulatory User

Project Management User's Guide: Subscribing to Document Events
DocumentShows you how many other users are subscribed to or receiving pushed subscriptions events for the document.

Required access role: Regulatory User

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