Support articles for define-xml

Learn how to manage your dataset metadata, and auto-generate Define-XML.

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Managing Define-XML Metadata to auto-generate Define.xml

Candid will check your metadata for common issues and auto-generate a complete Define-XML package including your SAS transport files, Reviewers Guide, Blank CRFs.

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How to Import Define Specs

We provide a pre-formatted Excel template for defining dataset metadata.

Users are free to use the Candid user interface for adding dataset metadata, but you may find it easier to use the template to import most (if not all) the dataset metadata details and controlled terminology.

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