When Sites receive a document in Site Connect, Vault stores a link to the document in Site Connect > Site Home > Document Exchange. You can only receive certain document types from a Sponsor or CRO.

To download a document you received:

1. In the Document Exchange > Document Actions or Documents tab, locate the document in the Document Actions or Documents grid.
2. Click Download to complete the process.

To bulk download documents you received:

1. In the Document Exchange > Documents tab, locate the documents you wish to download.
2. Select the checkbox next to each document’s name.
3. Select the ellipses icon (…) in the upper-right corner of the Documents tab.
4. Select Download.
5. Click Confirm in the Download Documents dialog.

Vault sends an email notification once the download is complete.

Note: You may be required to provide your VeevaID to access some documents. This applies to documents received in Document Exchange, Safety Distribution, and Study Announcements.