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
  • Whether you can add attachments
  • The lifecycle of the document type
  • eBinder location
  • Whether the document type can be sent for eSignature
  • Whether monitors can download the document type
  • Whether a document can be sent for training (Read and Understand workflow)
  • Whether you can send the document type to a sponsor or CRO on Connected Studies