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.

Documents marked as Restricted (unblinded) are visible to users who have been granted access to Restricted documents in Site Connect. For more information on Restricted documents and their permissions, see Restricted Documents.

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.