Case Report Form Bookmarks
What Does It Do?
The Metadata tool can quickly add bookmarks to any pdf based Case Report Form (CRF) by quickly finding the form labels and adding a bookmark. This takes literally seconds.
What Do You Need?
-
A Case Report Form (CRF) in PDF format.
-
A List of Form Labels / Names in Microsoft Excel format.
Demo
Guide
-
Open Microsoft Excel.
-
Navigate to the Metadata ribbon.
-
​Locate the Annotations section of the ribbon.
-
Click the Add Bookmarks button in the Annotations section.
-
A file dialogue window will appear.
-
Select the applicable Case Report Form and click Open.
-
Next a range selection prompt will appear.
-
Simply select the first cell of the column which contains the labels for the case report form pages.
-
For example, once the user selects the cell B2, the cell address would appear in the selection window. Note, the inclusion of "$" does not impact the selection.
-
IMPORTANT: The cell selection should only use one column.
-
Click OK to continue.
-
After a short amount of time, a completion prompt will appear indicating the process has finished.
-
A newly bookmarked CRF, using the suffix "_bookmarked", will be output to the same directory as the one selected at the beginning of the process.
-
Opening the newly created bookmarked CRF will show that the CRF now contains bookmarks to aid in navigation.
