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You can create a Review protocols to use in your project directly from a system-generated template. To create a review protocol, complete the following procedure.
  1. In the Project space menu, select Collections.
  2. Select a collection.
  3. Select Protocols > Review Protocols.
  4. Click Create New Protocol and select Create from template.
    • A new protocol is generated with a default filename protocol-<datetime>.docx and show up as the last entry in the protocol table.
  5. Once the Processing Status is Completed, select the row for the new protocol template.
  6. View the template protocol information.
  7. On the protocol page, select Edit and make your desired changes.
  8. Click Save.