The UW Clinical Trials Institute (CTI) recently launched a Clinical Research Portal (NetID login required) to assist UW School of Medicine and Public Health-affiliated study teams with the effective planning and execution of clinical trials. Among the resources provided, the portal includes a number of Source Document Templates, including templates for an eligibility checklist, informed consent process documentation, and an adverse event tracking log. As study teams are institutionally required to maintain adequate records of study procedures, these templates can be used to help with that recordkeeping. The templates were created with clinical trials in mind but can be modified to fit the needs of many other types of projects.