Documentation
Browse the customer docs
These pages are authored as markdown inside the site app, then rendered through Astro content collections.
Start
New teams should start with platform orientation and the core trial and content workflows before diving into specialized operational pages.
Operate
Operations and quality teams should move from artefacts into trial workflows, governance, and approvals.
Integrate
Technical readers should use curated pages here first and then drop to OpenAPI or Scalar for exact contracts.
Featured Guides
Getting Started
How new customers should approach TrialStack documentation and product onboarding.
Trials
How TrialStack organizes trial-centric workflows across design, operations, review, and connected records.
Documents
How customer teams create, version, review, and govern documents in TrialStack.
Evidence Packs
How TrialStack packages evidence, templates, media, and history into reviewable artefacts.
AI Workflows
How AI-assisted workflows appear across chat, feasibility, generation, and review in TrialStack.
Governance & Compliance
How TrialStack supports regulated change control through versioning, approvals, auditability, and restricted deletion behavior.
Foundations
Home
Start here for the core TrialStack guides customers should read first.
Getting Started
How new customers should approach TrialStack documentation and product onboarding.
Platform Overview
The documentation model for TrialStack and how customer docs relate to internal repository knowledge.
Entity Views & Forms
How most TrialStack record pages are built from the same binding, metadata, and field-rendering model, and what users should expect on those forms.
Workflows
Integrations
Artefacts
Trials
How TrialStack organizes trial-centric workflows across design, operations, review, and connected records.
Documents
How customer teams create, version, review, and govern documents in TrialStack.
Evidence Packs
How TrialStack packages evidence, templates, media, and history into reviewable artefacts.
Insights
How teams capture sources, notes, evidence, and chat context around trial-facing insight work.
Revisions
How TrialStack presents revision documents as a distinct workflow from the main document library.
Connections
Organizations & Sites
How TrialStack models operational relationships across organizations, sites, and their connected records.
Contacts
Contacts represent the people who need to stay connected to trial execution, site operations, document review, and other governed workflows.
Personas
How teams model representative users or participants to support planning, engagement, and review workflows.
Interventions
How TrialStack captures intervention records that can be connected into trial and operational workflows.
Computerized Systems
How TrialStack tracks external and internal systems that support clinical and operational workflows.
Media
How files and media assets support records across TrialStack and how those assets are connected back to governed entities.
Tools
Templates
How reusable templates standardize documents, evidence packs, and repeatable content structures.
Rules
How rules define reusable logic and connections that guide TrialStack behavior across entities and workflows.
Actions & Runs
How organizations define actions, execute them safely, and review the resulting runs, jobs, artifacts, and approvals.
AI And Operations
AI Workflows
How AI-assisted workflows appear across chat, feasibility, generation, and review in TrialStack.
Governance & Compliance
How TrialStack supports regulated change control through versioning, approvals, auditability, and restricted deletion behavior.
Admin & Workspace
How administrators manage preferences, usage, onboarding, access-sensitive workflows, and workspace-wide settings.
Document Approvals
How document approval state, summaries, history, restore behavior, and approval events are handled in TrialStack.
Onboarding
How TrialStack tracks onboarding progress for guided tours and early workspace setup.
Usage & Billing
How TrialStack exposes usage statistics and lightweight summaries for workspace and organization oversight.
Context Chat
How teams use context-aware chat to compile and discuss entity information with bounded, traceable AI assistance.
Insights Chat
How chat operates inside insight workflows as a context-backed workspace, including persisted history and message removal.
Protocol Feasibility
How TrialStack generates, tracks, and retrieves protocol feasibility runs by trial and workflow tab.
Trial Workflows
Trial Design
How teams shape and maintain the design view of a trial in TrialStack.
Trial Approval
How teams manage approval-facing trial data and preserve the record of those changes.
Trial Monitoring
How ongoing monitoring information is maintained as part of the trial lifecycle.
Trial Recruitment
How recruitment-related trial information is recorded and reviewed in TrialStack.
Trial Retention
How teams manage retention-related trial information with version history and restore support.
Trial Safety
How safety-related trial information is managed as a governed workflow.
Trial Statistical
How statistical planning and change history are represented in TrialStack.