Study eBinder & Document Library

Learn all about the study eBinder and document library in SiteVault.

Study eBinder

The eBinder default view displays all of the approved and effective documents for your study. The documents are displayed in a hierarchical folder structure. This enables you to view all approved documents for a single study or all documents related to a specific section of a study, for example, all IRB submissions and approvals. External users have access to only the default view, or the “inspectable view” of eBinder. Site users can utilize the Show Drafts toggle switch to easily compare the “working view” of eBinder to the “inspectable view”.

Study eBinder

Using the Study eBinder

To get started, navigate to the Documents > eBinder tab and select the study from the Study Selector (if applicable). You can select the column headings to sort the documents by that column, just as you would in the library. Select Edit Columns from the ellipses menu (…) to add or remove columns.

Click a folder to review a description of the expected contents. You can also use the eBinder Quick Reference Card, which lists all document types and their related eBinder section.

Only steady state or major versions (for example, Approved for Use, Current, and so on) of your documents are displayed in the eBinder default view. To include Draft versions in the eBinder view, use the Show Drafts toggle switch. You can also use the Documents > Library tab to view all working and steady-state versions of documents to which you have access.

Study eBinder Show Drafts

Click here to learn more about finding documents using the document library and eBinder.

Viewing Previous Versions

Use the carets (>) to expand or collapse previous steady-state versions of the document. This view only displays versions for which you have appropriate permissions to view.

Viewing previous versions of documents in the study eBinder

Upload Documents

You can upload a document directly to eBinder by using one of the following methods:

  • Select the Upload button in the upper-right corner, then select the local document.
  • Drag a document into the eBinder folder.
Study eBinder - Upload

See the Uploading Documents to the Study eBinder training video for more information.

Document Library

The document library displays all documents that you have access to in SiteVault. With a site selected in the vault selector, SiteVault displays all documents from all studies to which you have access across the site, including any research organization-level documents. With a research organization selected in the selector, SiteVault displays all documents across all sites to which you have access.

To get started, navigate to the Documents > Library tab. Once in the library, you can use the Study Selector and other filters to quickly find the documents you need.

Overview of the Library.


Basic Document Search Used to perform basic searches for documents such as by name, document number, site, or study.


Advanced Document Search Used to perform advanced searches for documents such as searching the content of documents.


Study Selector Quickly filter the documents by a particular study.


All Documents Displays all documents to which you have access.


Recent Documents Displays the documents you’ve viewed recently.


My Documents Displays the documents you’ve created.


Favorites Displays the documents you’ve favorited.


Document Inbox Displays unclassified documents to which you have access.


Open Monitor Feedback Displays documents that have been returned to your site from a monitor.


Saved Views Your saved views.


Filters Used to filter the current list of documents.


Save Views Used to create or edit saved views.


Sort Documents Used to sort the list of documents by creation date, modified date, document name, or document number.


Layouts Used to change the layout of the Library, including Detail, Thumbnail, Compact, and Grid layouts.

Documents FAQs
Basics of Managing Documents
Knowledge Base
System Information
Site Tools