Welcome to the Carta Knowledge Center

This documentation site is your guide to using the Carta suite of applications, including:

• Collections – for submitting and managing structured research data
• Form Builder – for designing and publishing standardized data entry forms
• Admin Tools – for managing users and permissions
• Portal - for accessing all applications from one location

Whether you're a new student, a project administrator, or a returning contributor, this site walks you through everything you need to get started, stay organized, and streamline data sharing and access.

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Getting Started

• Request a Carta Account
• Login with Your Organization's SSO
• Creating a New Carta User (Admin Tools)

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Application Overviews

• Collections Overview
• Form Builder Overview

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Detailed Guides

• Collections Step-by-Step Guide
• Form Builder Step-by-Step Guide
• Grant Permissions Using Groups in Admin Tools

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Recommendations

• Link Properties for Multi-Part Processes
• How to Handle Units in Forms

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Frequently Asked Questions

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About Carta

Carta is a platform developed by Contextualize to support reproducible, interoperable, and automation-ready research workflows.

If you have questions or need support, contact us at customer.service@contextualize.us.com.