# Uploading Documents

Source: https://sites.veevavault.help/gr/siteconnect/document-exchange/upload-docs/

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](/gr/uploads/siteconnect/downloads/SiteDocumentTypes_SiteConnect.xlsx) to a Sponsor or CRO Vault.

Uploading restricted (unblinded) documents may require additional permissions; see the Restricted Permissions section below for more information.

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.

## Restricted Permissions in Site Connect and SiteVault

Site Connect and SiteVault permissions are managed by different systems and administrators; a user’s access to restricted documents in one system does not guarantee the same access is assigned in the other. See the table below for the expected behavior based on different permission combinations.

| Restricted Permissions | Site Connect Behavior | SiteVault Behavior |
| --- | --- | --- |
| **No Restricted Access** | 
- Cannot view restricted documents.
- Cannot upload restricted documents _from computer_.
- Cannot upload restricted documents _from SiteVault_.

 | 
- Cannot view restricted documents.
- Cannot file restricted documents received in Site Connect to SiteVault and view them once filed.

 |
| **Restricted Access in Both** | 
- Can view restricted documents.
- Can upload restricted documents _from computer_ and view them.
- Can upload restricted documents _from SiteVault_ into Site Connect and view them once uploaded.

 | 
- Can view restricted documents.
- Can file restricted documents received in Site Connect to SiteVault and view them once filed.

 |
| 

**Restricted Access in Site Connect**

**No Restricted Access in SiteVault**

 | 
- Can view restricted documents.
- Can upload restricted documents _from computer_ and view them once uploaded.
- Cannot upload restricted documents _from SiteVault._

 | 
- Cannot view restricted documents.
- Can file restricted documents received in Site Connect to SiteVault, but cannot view them once filed.

 |
| 

**No Restricted Access in Site Connect**

**Restricted Access in SiteVault**

 | 
- Cannot view restricted documents.
- Cannot upload restricted documents _from computer_.
- Can upload restricted documents _from SiteVault_ but cannot view them once uploaded.

 | 
- Can view restricted documents
- Cannot file restricted documents received in Site Connect to SiteVault and view them once filed.

 |