For investigators and principal investigators

DocCite for investigators and principal investigators

Investigators are accountable for protocol compliance, even when the protocol is not open to the right page. DocCite searches the study documents, shows the supporting passage, and opens the source in context before a decision. The investigator remains responsible for reviewing the controlling language.

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Why investigators use DocCite

Most of an investigator's protocol-related questions come up in short windows: between patient visits, after a query from the coordinator, before a safety call, at the edge of a clinic day. DocCite matches that shape of review. You ask a direct question, you see the passage that supports the answer, and you can tap straight to the source document in context. The workflow keeps you close to the original text instead of relying on a summary.

Direct questions, sourced answers

Ask the question you actually have. DocCite returns the relevant passage with the document, page, and section, so the answer is grounded in the text and easy to verify.

Jump from citation to source

Tap any citation to open the passage in the original document. You review the source yourself instead of trusting a paraphrase.

Ambiguity surfaced on purpose

When documents disagree or evidence is weak, DocCite says so instead of picking one. That is the behavior you want from a tool you rely on at the point of a decision.

Protocol versions kept distinct

Search the protocol and amendments together while keeping each source visible. You can see which document supports the result and confirm whether later language controls.

Use DocCite as a document reference

DocCite helps you find and review document language. It does not determine patient eligibility, recommend treatment or dosing, assess safety, or replace clinical, regulatory, or legal judgment. Confirm the controlling source documents and follow your study procedures before acting.

Where investigators reach for DocCite

A few recurring moments where having the passage at hand is faster than reopening a PDF.

Between-visit eligibility review

A coordinator flags a borderline subject. Ask DocCite about the specific criterion, read the protocol language, and make the call with the passage in front of you.
Protocol interpretation questions

When intent is unclear, search for related wording across the protocol, amendments, and the investigator brochure to see how the same concept is framed in multiple places.
Consent conversations

Pull up the exact ICF language describing a risk or procedure when a participant asks. Answering with the source, not a summary, keeps the conversation accurate.
Safety and AE context

Find safety-related protocol language, dose modification guidance, and reporting requirements with a citation you can verify before applying clinical judgment.
Amendment comparison

Ask about a procedure or visit to see how the amendment changed the original requirement, with both passages retrievable for a side by side read.
Capture now, review later

Queue a quick question from Apple Watch for the paired iPhone, or from Wear OS for the paired Android phone. Open DocCite on that phone later to search your documents and review the cited passages.

Why source review stays with the investigator

Stay close to the source

Investigators are accountable for decisions made under the protocol. A tool that only gives answers is risky. DocCite returns the passage that supports each answer, with document name, page, and section, and lets you jump to the source. When evidence is weak or conflicting, it says so instead of guessing. You remain the reviewer of the source.

Carry the source into the discussion

Copy the passage with its document name, page, and section for a site response or discussion with the study team. The other person has a precise place to check the wording.