⎯⎯⎯  Captivate eTMF

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Captivate®
eTMF

Connected, Inspection-Ready Trial Master File Management

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Connected, Inspection-Ready Trial Master File Management
Organize, track, and control essential trial documents with an eTMF designed for real-world study operations and oversight.

Inspection-Ready Documentation

Captivate eTMF is a secure, standards-aligned electronic Trial Master File solution designed to help sponsors, CROs, and study teams manage essential trial documentation in a consistent, transparent, and inspection-ready manner.

Centralized Oversight & Integration

Built to integrate with the broader Captivate clinical data platform, Captivate eTMF supports centralized oversight of regulatory and administrative artifacts while preserving traceability, compliance, and workflow flexibility.

Structured Lifecycle Tracking

Designed for real-world study operations, Captivate eTMF enables structured document organization, custom structure, automated lifecycle tracking, and controlled access helping teams reduce administrative burden, improve oversight, and support audits and inspections with confidence.

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Structured Document Organization
Across the Study

Captivate eTMF provides a framework for organizing and storing essential regulatory and operational  documents throughout the clinical lifecycle.

Standards-Aligned Filing and Indexing

Study documents are captured and indexed according to recognized industry standards to support consistency, clarity, and regulatory expectations. 

1

TMF Reference Model

Support for global TMF Reference Model indexing or custom taxonomy.

2

Metadata Capture

Consistent document metadata capture for reliable classification

3

Configurable Filing

Configurable folders, categories, and subcategories aligned to study needs.

4

Advanced Search

Full search and filter capabilities across documents and metadata.

Structured organization ensures study content is accessible, traceable, and aligned with inspection readiness objectives.

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Controlled Document Lifecycle And Versioning

Captivate eTMF tracks documents and their evolution through clear lifecycle states to maintain accountability and integrity.

Version History and Traceability

Each document stored in Captivate eTMF includes a complete history of changes, versions, and actions. 

Automated Versioning

Automated versioning with timestamped history

Audit Trails

Audit trails for uploads, revisions, approvals, and access

Lifecycle States

Clear differentiation between draft, final, and archived content

Rollback Support

Comprehensive version history supports compliance, reduces ambiguity, and simplifies audit responses.

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Workflow Support Across Teams

Captivate eTMF supports structured processes for document creation, review, approval, and distribution while giving teams flexibility where protocols differ. 

Configurable Review and Approval Paths

Study teams can define and automate document workflows that reflect their SOPs and operational cadence. 

1

Configurable Routing

Configurable review and approval routing.

2

Action Alerts

Alerts and reminders for pending actions.

3

Role-Based Review

Role-based access to review, approve, or annotate documents.

4

Collaborative Review

Support for collaborative review without version conflicts.

These workflows help reduce bottlenecks, ensure transparency, and drive accountability across functional teams.

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Security, Compliance And Readiness

Captivate eTMF is designed to meet regulatory and privacy expectations across global trials while supporting audits without unnecessary friction. 

Compliance with 21 CFR Part 11, Annex 11, GDPR, and applicable privacy standards

Role-based access control with detailed permission levels

Secure document storage and transmission

Comprehensive audit trails for uploads, changes, approvals, and access log

Inspection-ready documentation and traceability support sponsors and CROs through regulatory submissions and inspections.

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Integration With The
The Captivate Platform

Captivate eTMF is integrated into the broader Captivate ecosystem, enabling aligned workflows across documents, clinical data, and operational artifacts.

Shared Study Context

Shared context with Captivate EDC and VDC modules for aligned workflows.

Centralized Visibility

Centralized visibility into document status relative to clinical milestones.

Unified Archiving

Unified export capability for archived trial packages.

Consistent Metadata

Consistent metadata and audit trails across systems.

This integration reduces the need for disconnected document filing systems and supports more coherent study oversight.

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Simplified Oversight For Global Programs
Visibility into document status, compliance gaps, and operational bottlenecks across multi-study programs.

Cross-Study Dashboards

Completeness and review status across all studies

Global Filters

Search across studies, documents, and metadata seamlessly

Summary Reporting

Ready-to-use reports for operational leadership and QA

Regional Variations

Support for multi-region regulatory requirements

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Who Uses Captivate eTMF

Captivate eTMF is used by sponsors, CROs, and clinical operations teams responsible for regulatory and essential trial documentation. 

Document organization for Phase I–IV studies
Centralized oversight for multi-site and global programs
Inspection readiness and regulatory submissions
Collaborative review and approval workflows across functional teams
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Why Study Teams Choose
Captivate eTMF
1

Standards-Aligned

Standards-aligned document organization and indexing

2

Version Tracking

Comprehensive version tracking and audit trails

3

Configurable Workflows

Configurable workflows that reflect real-world SOPs

4

Integrated Context

Integrated clinical and operational context across the Captivate platform

5

Compliance Ready

Built-in compliance and inspection readiness

Ready to Learn More?

Discover how Captivate can support your clinical research needs. Our team is here to answer questions and show you what’s possible.