Save a Layout

You can save the layout of the different explorers, work areas, and panels in the TrialDirector 360 EVIDENCE Main Menu. You can save several different layouts that fit any specific workflow and load them later as needed.

To save a layout, follow the steps below:

  1. From the dashboard, click the TrialDirector 360 module.

  2. Click the EVIDENCE tab in the left navigation panel.

  3. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

  4. Open the Layouts dropdown.

  5. Click the Save Layout button within the Layouts dropdown.

  6. The Save Layout dialog appears.

  7. Enter a name for the layout.

  8. You can enter a name for the new layout to help you remember what it is for.

    You may also set the layout as the default layout using the checkbox. If this option is selected, the layout will appear as the Default Layout option in the Layouts dropdown.

  9. Click the Save button.

  10. The layout is saved and is added to the Layouts dropdown in the Main Menu.

     

Note: When using the Document Explorer, you can rearrange the columns in the grid. You can save these layout changes to a new layout or, if you click Save Layout and type in the name of the layout you are working in, the sort order for the columns will be saved to the existing layout.

 

Related Topics

Load a Saved Layout

Arrange an Open Case Layout