---
title: "Documentation | Trelice"
description: "Step-by-step Trelice guides: structured protocol authoring, review workflows, consent generation, and study documents, for clinical operations teams and medical writers at pharma sponsors of any size."
canonical_url: "https://www.trelice.com/docs"
---

Documentation

# Trelice, explained step by step.

Guides for every part of Trelice, from your first sign-in to managing your organization. The same guides are available inside the app under **Help**, and they are updated with every release.

## Getting started

[

### Welcome to Trelice

What Trelice is, the main ideas in plain words, and how a study becomes a finished protocol.

→](/docs/welcome-to-trelice)[

### Signing in and your account

How to sign in, accept an invitation, change your password, and what to do if you are locked out.

→](/docs/signing-in-and-your-account)[

### Finding your way around

A tour of the screen: the menu on the left, the bar at the top, and the notification bell.

→](/docs/finding-your-way-around)[

### Your dashboard

What the four number cards mean and how to use the lists on your home page.

→](/docs/your-dashboard)

## Everyday work

[

### Working with studies

Create a study, open one, add sites, and start or import a protocol.

→](/docs/working-with-studies)[

### Pending tasks

See every piece of work waiting on someone, find your own, and send a polite reminder.

→](/docs/pending-tasks)[

### Your approval queue

Where sections waiting for YOUR approval appear, and how to approve or ask for changes.

→](/docs/approval-queue)[

### The audit trail

The permanent record of who did what and when, how to read, filter, and search it.

→](/docs/audit-trail)

## Writing a protocol

[

### The protocol editor at a glance

The protocol's sections, the colored status icons, saving your work, and the editor's toolbar buttons.

→](/docs/protocol-editor-overview)[

### Writing and formatting text

Making text bold, adding lists and headings, and inserting abbreviations.

→](/docs/writing-and-formatting-text)[

### Filling in structured sections

Sections that are forms instead of free text, including the Schedule of Assessments table.

→](/docs/structured-sections)[

### Golden threads: keeping sections consistent

Why a warning appears when related sections disagree, and how to clear it.

→](/docs/golden-threads)[

### Comments and working together

Leave comments on individual fields, resolve discussions, and see who else is editing.

→](/docs/comments-and-collaboration)

## Review and approval

[

### Sending a section for review

Assign reviewers, set due dates, submit a section, and what the statuses mean.

→](/docs/submitting-for-review)[

### Reviewing and approving

The reviewer's side: reading a section, approving it, or asking the writer for changes.

→](/docs/reviewing-and-approving)[

### Electronic signatures

Signing a protocol electronically and why the system asks for your password again.

→](/docs/electronic-signatures)

## Consent forms

[

### The master consent form

Create an informed consent form from your protocol and keep its reading level simple.

→](/docs/master-consent-form)[

### Translations and country versions

Translate a consent form, have a language specialist review it, and make country-specific versions.

→](/docs/translations-and-country-consent-forms)[

### The ICF Generator (from a PDF)

Upload an existing protocol PDF and let Trelice draft a consent form from it.

→](/docs/icf-generator)

## Study documents

[

### Visit instructions and the subject booklet

Step-by-step checklists for every study visit, and a printable booklet for participants.

→](/docs/visit-instructions)[

### The eligibility screener

Answer simple questions about a candidate and get an eligible / not eligible answer.

→](/docs/eligibility-screener)[

### The IRB questionnaire

Ready-made answers for ethics-committee questions, built from your protocol.

→](/docs/irb-questionnaire)[

### The site budget

A per-country cost estimate built from your Schedule of Assessments.

→](/docs/site-budget)[

### The study schematic

An automatic diagram of your study's design: groups, visits, and assessments.

→](/docs/study-schematic)

## Exports and reports

[

### Downloading PDF and Word documents

Export your protocol or consent form, watch the progress bar, and find your download.

→](/docs/exporting-documents)[

### Progress and audit reports

See how far along a protocol is, and print a record of everything that happened to it.

→](/docs/progress-and-audit-reports)[

### Notifications and reminders

The bell at the top of the screen, email notifications, and choosing what you receive.

→](/docs/notifications)

## Amendments

[

### Creating and editing an amendment

Change an approved protocol the proper way: tracked changes, reasons, and review.

→](/docs/creating-and-editing-amendments)[

### Amendment history and versions

Every past version of your protocol, what changed in each, and how to download old ones.

→](/docs/amendment-history)

## Administration

[

### Managing users and invitations

Invite colleagues, choose their roles, unlock accounts, and reset passwords.

→](/docs/managing-users-and-invitations)[

### Protocol templates

Build reusable protocol outlines so every new protocol starts the way your organization likes.

→](/docs/protocol-templates)[

### Setting up review workflows

Decide who reviews first, who reviews after them, and which workflow is the default.

→](/docs/review-workflows-and-approvals-setup)[

### Abbreviations, redaction, and budget pricing

Three admin libraries: your abbreviation list, what gets blacked out in redacted copies, and procedure prices.

→](/docs/library-and-settings)

## Platform administration

[

### Managing customer organizations

Create a customer organization, grant products, set user limits, and load demo data.

→](/docs/managing-tenants-and-demo-data)

## Reference

[

### Glossary

Plain-English explanations of every clinical-trial and Trelice term used in these guides.

→](/docs/glossary)[

### Roles and permissions

What each of the 14 roles can see and do, and why a page may be missing from your screen.

→](/docs/roles-and-permissions)[

### Common questions and problems

Quick answers: signed out unexpectedly, missing buttons, stuck exports, and more.

→](/docs/faq-and-troubleshooting)

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