• Conflict of Interest Administrator
  • Conflict of Interest Administrator How-to articles
    • Use the Config Panel
    • Create Approvers and Approver Groups
    • Use the Properties Tab
    • Create a New Questionnaire
    • Configure Questionnaire Details
    • Create Questions
    • Set up Auto Approval Logic
    • Use Skip Logic
    • Add an Attestation
    • Add and Manage Participants
    • Import and View Open Payments Data
    • Create Email Templates
    • Use Automatic Reminder Emails
    • Test a Questionnaire
    • Lock a Questionnaire for Launch
    • Send Email Templates
    • Unlock a Questionnaire
    • Convert Participant to a Paper Process
    • Run a COI Status Report
    • Run a COI Basic Report
    • Run a COI Custom Report
    • Run a COI Email Status Report
    • Update a Participants details
  • Conflict of Interest Administrator Troubleshooting articles
    • A linked image in an Email Template is not visible
    • Cannot select any Roles in my COI Reports
    • Unable to add a participant to a questionnaire - Duplicate details
    • What does this participant import error message mean?
    • Why can't my participants enter the questionnaire?
• Conflict of Interest Participant
  • Conflict of Interest Participant How-to articles
    • Self-Register for a Questionnaire
    • Complete a Questionnaire
  • Conflict of Interest Participant Troubleshooting articles
• Conflict of Interest Approver
  • Conflict of Interest Approver How-to articles
    • Approve Participants Manually
    • Approve Participants through Email
    • Create an Approval Discussion
    • Approve Participants through the Approver Dashboard
    • Using Approved with Conditions
    • Create a Remediation Plan
  • Conflict of Interest Approver Troubleshooting articles