Document Types Reference Spreadsheet

Click here to download and view a spreadsheet of the document types in SiteVault along with the following information for each type:

  • Who can create the document type
  • Required fields
  • Naming format
  • The lifecycle of the document type
  • eBinder location
  • Available workflows
  • Whether monitors can view the document type
  • Whether monitors can download the document type
  • Whether you can send the document type to a sponsor or CRO on Connected Studies
  • Whether you can receive the document type from a sponsor or CRO on Connected Studies
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