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• In the Settings tab, you can change your billing details, but you can also enable or disable features that you can use in your CRF.
• Only users with Manage Settings right can access this tab
• In the General section, you can make changes to the study name and id.
• You can also provide the details for the main contact. This is the person users should communicate with regarding this study. 
• Once you have built the study and are ready to collect the data, you will need to set the study to live.
• When the study is not live, only users with Management rights can access it
• It is also possible to add a logo to your study, which will appear in a study and surveys
• To add a logo, click on the browse button and select the logo, then save the image.
• The study properties are used to calculate the price of your study.
• The invoice section is where you should enter all the billing details for this study, including the address that the invoice for the study will be sent to
• If you have been given a billing code, select the Yes option in the billing code field
• You can then add the billing code to the study.
• In the GCP section, if the setting ‘confirm changes’ is set to Yes, study users will be required to enter a reason if trying to make changes to response data.
• When the Monitoring module is enabled for the study, you can add additional data verification types to the study.
• The most commonly used type is Source Data Verification
• To add a new verification type, click on Manage verification types, add a verification and enter the name of the new verification you’d like to add.
• You can also edit or remove verification types. 
• The Record IDs dropdown allows you to choose the preferred record id format using predefined options.
• You can also create your own pattern by selecting the Custom definition option
• Select components for the record ID pattern, such as institute abbreviation and incremental number
• Click Save in this window and in the Settings to save and apply your custom record id pattern
• If you enable clear inapplicable child fields, fields that are dependent on the value of a parent field will be automatically deleted if the value of the original field is changed
• This ensures that you have a clean dataset
• Beta feature includes automation engine which you can enable
• Custom columns allow to show specific variable values in the Record overview
• Click on Manage custom columns
• Click on 'Add column', and select the variable you want to display in the column 
• Open the Records tab
• Click on the arrow next to any column title and select the newly added column in the Columns section
• Note: Since the last release, it’s now possible to set up a signature statement. This statement is presented to the user when applying a signature. By signing the phase or step, the user declares what is written in the signature. After the study has gone live, it is no longer possible to edit the signature. 
• Users are now asked to provide email and password the first time they sign a step or phase during their session. After the first signature, only password is required. Signatures are now visible on the steps when printing a record and the option to unsign a phase/step has been added to the phase/step options.