The Documents tab gives authorized site staff access to payment-related documentation provided by or sent to your Sponsor or CRO. Within this tab you will see four specific document types:
- Budgets
- Contracts
- Correspondence
- Invoice
Managing Documents
This tab uses the same familiar layout, metadata columns, and grid features as the Document Exchange section.
- All: Displays every payment document available for the study.
- Sent: Filters the list to show payment documents submitted by your site.
- Received: Filters the list to show payment documents provided by your Sponsor or CRO.
To locate a specific document in the Documents tab, you can search key terms or filter the list by Document Type to quickly narrow down files.
