Video Tutorials

From protocol upload to automated content generation — step-by-step tutorials for CROs, Sites and Sponsors.

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Learn the basics in 4 minutes

1. Create your first Trial

When you log in, you'll find an empty trials page where you can create a trial by uploading your protocol...

39 seconds

2. Create Protocol-Derived Content in Minutes

View in preview mode, and Edit mode allows changes followed by save changes, with options to switch status, add languages...

1:08 seconds

3. Manage your content

Preview lets users view in preview mode, and Edit mode allows changes followed by save changes...

1:25

Create Case Report Forms (French Canadian Tutorial)

Ce Loom explique comment générer automatiquement des formulaires de collecte de données papier, aussi appelés Case Report Forms

1:38 seconds

How to Compare Protocol Amendments in Clinials | Protocol Comparison

Clinials makes it easier to understand what has changed between protocol versions and quickly identify changes that may require attention.

1:04

Generate a SIV Slide Deck

Clinials turns a clinical trial protocol into a Site Initiation Visit (SIV) slide deck that CRAs can hand to site staff to train them on the study. Download it as a slide deck and as a PDF. Export to EDC

54 seconds

Learn the basics in 4 minutes

Generate a SIV Slide Deck

Clinials turns a clinical trial protocol into a Site Initiation Visit (SIV) slide deck that CRAs can hand to site staff to train them on the study. Download it as a slide deck and as a PDF. Export to EDC

54 seconds

How to Compare Protocol Amendments in Clinials | Protocol Comparison

Clinials makes it easier to understand what has changed between protocol versions and quickly identify changes that may require attention.

1:04

1. Create your first Trial

When you log in, you'll find an empty trials page where you can create a trial by uploading your protocol...

39 seconds

Explore more

Search…

Generate a SIV Slide Deck

Clinials turns a clinical trial protocol into a Site Initiation Visit (SIV) slide deck that CRAs can hand to site staff to train them on the study. Download it as a slide deck and as a PDF. Export to EDC

54 seconds

How to Compare Protocol Amendments in Clinials | Protocol Comparison

Clinials makes it easier to understand what has changed between protocol versions and quickly identify changes that may require attention.

1:04

1. Create your first Trial

When you log in, you'll find an empty trials page where you can create a trial by uploading your protocol...

39 seconds

Explore more

Search…

Reusable Organizational Templates

Create reusable templates from Clinials’ content library

2:14

Quick Start Guide for Clinical Research Staff

This guide explains how to get started, create a trial, review information, and generate trial materials.

7

How to Generate Paper-Based Source Forms for a Visit

When you log in, you'll find an empty trials page where you can create a trial by uploading your protocol and clicking 'Create Trial...

1:19

How to Compare Protocol Amendments in Clinials | Protocol Comparison

Clinials makes it easier to understand what has changed between protocol versions and quickly identify changes that may require attention.

1:04

Generating Content Tutorial (Spanish Translation)

Generate a SIV Slide Deck

Clinials turns a clinical trial protocol into a Site Initiation Visit (SIV) slide deck that CRAs can hand to site staff to train them on the study. Download it as a slide deck and as a PDF. Export to EDC

54 seconds

Generate a Schedule of Activities Report

The report is structured into three key sections: biomarker assessments, activities organized by visit...

1:52

Generate a Laboratory Billing Report

Each report includes citations back to the original protocol for full traceability.

2:14

Learn the basics in 4 minutes

1. Create your first Trial

When you log in, you'll find an empty trials page where you can create a trial by uploading your protocol...

39 seconds

2. Create Protocol-Derived Content in Minutes

View in preview mode, and Edit mode allows changes followed by save changes, with options to switch status, add languages...

1:08 seconds

3. Manage your content

Preview lets users view in preview mode, and Edit mode allows changes followed by save changes...

1:25

Create Case Report Forms (French Canadian Tutorial)

Ce Loom explique comment générer automatiquement des formulaires de collecte de données papier, aussi appelés Case Report Forms

1:38 seconds

How to Compare Protocol Amendments in Clinials | Protocol Comparison

Clinials makes it easier to understand what has changed between protocol versions and quickly identify changes that may require attention.

1:04

Generate a SIV Slide Deck

Clinials turns a clinical trial protocol into a Site Initiation Visit (SIV) slide deck that CRAs can hand to site staff to train them on the study. Download it as a slide deck and as a PDF. Export to EDC

54 seconds

Explore more

Explore More

Search…

Quick Start Guide for Clinical Research Staff

This guide explains how to get started, create a trial, review information, and generate trial materials.

7

Generate a SIV Slide Deck

Clinials turns a clinical trial protocol into a Site Initiation Visit (SIV) slide deck that CRAs can hand to site staff to train them on the study. Download it as a slide deck and as a PDF. Export to EDC

54 seconds

How to Compare Protocol Amendments in Clinials | Protocol Comparison

Clinials makes it easier to understand what has changed between protocol versions and quickly identify changes that may require attention.

1:04

Create Case Report Forms (French Canadian Tutorial)

Ce Loom explique comment générer automatiquement des formulaires de collecte de données papier, aussi appelés Case Report Forms

1:38 seconds

How to Generate Paper-Based Source Forms for a Visit

When you log in, you'll find an empty trials page where you can create a trial by uploading your protocol and clicking 'Create Trial...

1:19

Generate a Schedule of Activities Report

The report is structured into three key sections: biomarker assessments, activities organized by visit...

1:52

3. Manage your content

Preview lets users view in preview mode, and Edit mode allows changes followed by save changes...

1:25

2. Create Protocol-Derived Content in Minutes

View in preview mode, and Edit mode allows changes followed by save changes, with options to switch status, add languages...

1:08 seconds