Document Exchange

Document Exchange Overview

Document Exchange provides a user-friendly space to easily exchange study-related documents between a Sponsor or CRO’s Clinical Vault and a SiteVault.

Site User in Site Connect

Using Document Exchange, site staff can perform the following actions:

  • Upload documents to a Sponsor or CRO
  • Respond to document requests from Sponsors or CROs
  • Receive documents from Sponsors or CROs

Using Site Connect for Document Exchange, Sponsors or CRO study teams can perform the following actions:

  • Send documents to sites
  • Send documents requiring an action to sites
  • Request documents from sites
  • Request a group of documents from sites (package)
  • Recall a document that was sent in error
  • Receive documents from sites