Clario Source Document Manager (SDM) allows you to digitally transform how you manage and organize source documents for clinical trials. Our secure, web-based application can collect, de-identify, translate and organize your source documents in a centralized location so you can access your documents anywhere in the world.

Benefits of Source Document Manager

Easy to use

Rapidly submit data from anywhere with ease using our secure Global Cloud Network. Our clinical trial document manager is available in any language, the highly intuitive interface simplifies access and uploads for sites around the world.

Achieve 21 CFR Part 11 and EU GDPR-compliance

Our artificial intelligence (AI)-based Protected Health Information (PHI) detector guides redaction to adhere to patient privacy regulations. Our redaction quality control (QC) team reviews every page before the source document is made available.

Minimize workload

Combine leading-edge software with redaction and translation services to minimize the workload for the research site and trial management team.

Save time

Eliminate time spent navigating lengthy PDFs containing multiple source documents. Our clinical trial document manager allows you to organize uploaded documents in to separate folders to streamline processing and querying.

Customer support you can count on

Address questions quickly with access to live support 24/7/365 via chat, phone or email within the platform. Our data QC technicians, data managers and security teams are dedicated to making your Source Document Manager work for you.

Features and functions

Source Document Manager is a comprehensive solution for collecting, processing, translating, and reviewing source documents. Our flexible, modular solution enables the upload of PDFs and other allowed file formats into a well-defined folder structure. The clinical trial document management system also supports online PHI redaction at the site level, language translation, redaction verification by a team of experts, and query management.

  • Structured and guided data collection: The flexible platform mirrors your specific source document (SD) folder structure. SDs can be required or optional, depending on your needs. You can even incorporate guidance that helps users determine which SDs should be collected and whether they are required.
  • Multilingual platform: The entire interface can be translated into the local language and support multiple languages across your trial.
  • Language translation: Transperfect translates source documents through direct integration to meet your desired turnaround time.
  • Complete audit trial: Unlike standard PDF redaction and offline review, SDM tracks every click to have a full audit trail of all changes made to the SD during processing.
  • User permissions: Is more than one user at the site submitting data? SDM can be configured to let multiple users submit SDs simultaneously or can tighten controls so certain users can only submit specific SDs.
  • Query management: If a low-quality source image is uploaded, our team queries the site and manages the reply for maximum efficiency.
Woman working at her desk in open plan office

Simplify the management of source documents and regulation compliance for your clinical trial

Site level upload & redaction

Translation, redaction QC & query management

Global trial management

Easily store and share 21 CFR part 11 and EU GDPR-compliant images

anywhere in the world — from any device — for use in future clinical trial projects or audits for up to 25 years.