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...

42 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...

55 seconds

3. Manage your content

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

1:12

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...

42 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...

55 seconds

3. Manage your content

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

1:12

Explore more

Search…

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...

42 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...

55 seconds

3. Manage your content

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

1:12

Explore more

Search…

Reusable Organizational Templates

Create reusable templates from Clinials’ content library

2:14

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

Generating Content Tutorial (Spanish Translation)

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

Generate a Case Report Form

It starts by selecting the trial, then choosing the report type as a patient information sheet, and setting the language and location...

2:15

Generate a Budget Discovery Report

Clinials Overview

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...

42 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...

55 seconds

3. Manage your content

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

1:12

Explore more

Explore More

Search…

Reusable Organizational Templates

Create reusable templates from Clinials’ content library

2:14

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

Generating Content Tutorial (Spanish Translation)

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

Generate a Case Report Form

It starts by selecting the trial, then choosing the report type as a patient information sheet, and setting the language and location...

2:15

Generate a Budget Discovery Report

Clinials Overview