Once you are in a tab within a Subject Binder, you are essentially looking at a filter of all the documents for that subject that are also tagged with the name of the tab. You may click the plus sign to add additional filters, helping you to find things even more quickly.
- Go to a tab and click the "+" button under "Filters Applied".
You will see a modal window pop up like this:
- Begin typing in the “Enter Tags” text box to see available tags. These tags are pre-configured for your account, if you are having trouble finding an expected tag, please contact your administrator or Support.
In this example, we are adding a “Visit 3” filter to the “SAEs” tab of the Subject Binder to see the documents that pertain to serious adverse events and also to visit 3 for this subject. You may need to scroll to see all your tab options.
Click a tag or hit enter to select that tag. You may add as many filter tags as you like this way.
- Since we are in the “SAE” section, the tag “SAE” is not removable, however if you inadvertently add another tag, you may remove it from the filter by clicking the “x” next to its name. Once all additional desired tags are added, click “Apply” to update your filters.
- Here is the resulting screen showing only documents for this subject that match both the “SAE” and “Visit 3” tags.
In this example, we went from 7 matching documents with the "SAEs" tag to 3 matching documents with both the "SAEs" tag and the "Visit 3" tag. If you receive no results, you may have added too many tag filters, try removing some. The additional tags (here, “Visit 3”) can be removed directly from this screen by clicking the “x” next to “Visit 3”.