This page will guide you to the Study eBinder uploading and approving steps, as well as provide an overview on the SiteVault tools that manage study document progress.

Upload and Approve Documents in the Study eBinder

• To upload OR upload and approve documents in the Study eBinder, see Upload, Approve, and Initiate Workflows on Documents, located on the eISF help tab.

Approve Uploaded Documents in the Study eBinder

• To approve uploaded documents in the Study eBinder, see Approve/Finalize Documents after Upload, located on the eISF help tab.

Document Lifecycles, Workflows, and State Changes

The process of approving (finalizing) a document is accomplished by progressing the document from its starting state (Draft) to its steady state (Current, Final, etc.). SiteVault uses lifecycles, workflows, and state changes to complete this process.

• A document is assigned a lifecycle based on the document type that was assigned during upload.
• Documents move through a series of lifecycle states based on user actions (workflows, state changes, etc.).
• A workflow can include several steps, while a state change is a direct state-to-state action.
• Draft state typically require additional reviews, updates, or approvals.
• Approved/finalized documents (in steady state) are considered official study records, available for monitor reviews.
• Documents can be moved to a Superseded state when a newer version of the document has been finalized. This happens automatically when you stack document versions.

Note: If you need to add an updated version of a document that already exists in SiteVault, upversion the document instead.