eISF Core Concepts
Study eBinder
- Study eBinder overview
- Find documents
- Study eBinder quick reference card
- Upload, approve, and initiate workflows on documents
- Upload documents by emailing to SiteVault
- Upload documents to classify later
- Classify documents in the Study eBinder
- Approve/finalize documents after upload
- Initiate workflows after upload
- Download from eBinder
- Quick create study
Document Basics
- Document info page
- Create/upload and finalize documents in the Library
- Document types
- Edit document fields
- Restrict document visibility (blinded/masked studies)
- Group documents with the Library cart
- Delete documents
- Copy a document
- Annotations
- Check out a document
- Re-render a document
- Add attachments
- Compare documents
- Create a document from a template
- Supersede a document
- Create a new draft of a document
- Upload a new version of a document
- About document version stacking
Lifecycles and Workflows
Site Documents (site operational docs that are not study-specific)
- About Site Documents and the Site eBinder
- Site eBinder permissions
- Find documents in the Site eBinder
- Upload site documents
- Bulk upload profile and organization documents
- Finalize site documents after upload (copy certify option)
- Initiate workflows
- Download a document from Site eBinder
- Site Document access for monitor/external users
