Note The steps in this section are for creating new documents. If you are adding an updated version of a document that already exists in SiteVault, upversion the document instead.
While you can choose to create documents in the Document Library, the Study eBinder allows for simultaneous document upload and approval.
Upload Documents in the Library
- Access Documents > Library.
- Select Create.
- Select Upload in the dialog box, then select Continue.
- Either drag and drop files into the blue area or select Choose. Uploading multiple files creates multiple documents.
- Select Classify documents now, search for and select the document type, then select Next.
- Complete required and any additional fields as needed.
- If copy certification is required, complete the Copy or Original field. Use the hover text for guidance.
- Select Save.
SiteVault creates the document in a Draft status. When appropriate, you can move the document to its approved/final state from the Library (see below) or the Study eBinder (bulk approval available).
Finalize or Approve a Document in the Library
- Access Documents > Library.
- Locate and select the document.
- From the document’s All Actions menu, select Change Status to {XXXX}, where “XXXX” is the document type’s final status.
- Complete the Document Date field.
- Additional Actions
- If no further actions are required, select Save to complete the process.
- If copy certification is required, select Perform Copy Certification.
- Complete the copy certification.
- Select Save to complete the process.
You can also approve/finalize documents individually or in bulk from the Study eBinder.
