eISF

Learn how to build your eBinder and upload and manage documents

Bulk Approve Documents

  1. Access the Study eBinder.
  2. Select the Approval Needed tab.
  3. Review documents. Documents with a hyperlinked filename (formatted as an image or PDF) will generate a preview when clicked.
  4. Using the checkboxes, select one or many documents to approve.
  5. Select the Approve button from the Bulk Actions menu.
  6. Complete each document’s required fields. Optionally, you can remove a document by clicking the ‘X’ to the right of the document name.
  7. Select Save. A banner advises of any failures and directs you to review notifications for details.

Note Site Viewer users can view documents on the Approval Needed tab, but do not have access to approve.

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