You can upload documents to a connected Sponsor or CRO’s Clinical Operations Vault. Vault supports sending multiple documents at once. You can upload files from your local computer or directly from SiteVault if you have connected it for the Study. Once you have uploaded a document, the document action no longer appears in the Document Actions list. The Upload Additional Documents tool allows you to send up to 100 documents. You can only send certain document types to a Sponsor or CRO Vault.

To send a document:

1. In the Document Exchange > Document Actions tab, locate the document you wish to send in the Document Actions grid.
2. Click Upload.
3. Select the Upload Method. There are two options: Upload and SiteVault Documents.
4. If uploading, select the document, enter a Description, enter Comments, and click Upload. Click Continue to complete the process.
5. If uploading SiteVault documents, select the document name to review, select the updated document, enter Comments, and click Upload.
6. Click Continue to complete the process.