# Digital Financial Disclosure Forms

Source: https://sites.veevavault.help/gr/sitevault/eisf-ebinder/fdf/

SiteVault provides a digitized process to generate, distribute, and collect standard financial disclosure forms (FDF) from investigators - all within SiteVault. This tool is in addition to the ability to upload a Financial Disclosure Form.

To learn more about the FDF workflow and how to discuss it with your sponsors, see [SiteVault Solution for Financial Disclosure Forms](/gr/sitevault/eisf-ebinder/fdf-workflow/) or download the [FDF Feature Summary](/gr/uploads/sitevault/downloads/SiteVault-Feature-Digital-Financial-Disclosure-Forms.pdf).

- Coordinators can initiate the financial disclosure form (FDF) task workflow for a single investigator or multiple investigators simultaneously.
- Key study and investigator information is _automatically inserted_, minimizing manual data entry.
- Before sending the task, staff users can optionally _add up to 10 co-development partners_, ensuring disclosure questions are included for all relevant organizations.
- Investigators will _receive a SiteVault task_ to answer disclosure questions, provide comments for “Yes” responses, and eSign the document directly within SiteVault or via Vault Mobile.
- SiteVault will automatically use _version stacking_, maintaining a clear and accessible document history.

[![FDF Workflow](/gr/uploads/sitevault/images/help/sv-fdf-workflow.png) ](/gr/uploads/sitevault/images/help/sv-fdf-workflow.png)

 [Select here for an interactive demo.](https://app.arcade.software/share/i4AdjEYZ5cbAiElOggTa) 

## Send an FDF Task

To initiate a financial disclosure form task, complete the steps below.

1. Access the **study**.
2. Select the Action menu associated with the Investigator requiring an FDF task (or checkmarks to select multiple investigators).
3. Select **Request Financial Disclosures**.
4. Review the study details. If an update is required, select Cancel and update the study information. Then restart this process.
5. Enter as many **Co-Development Partners** as needed (10 maximum).
6. Select **Continue** to issue the task.
7. You will receive a notification when the task recipient has completed the task. 
  - **Note:** Each recipient can have only one active FDF workflow at any given time. If a revised request is required, **the previous FDF task workflow for the recipient must be completed or canceled** before the action is available again.

## Complete an FDF Task

To complete a financial disclosure form task, complete the steps below.

1. **Select the link** in the task email notification or from the SiteVault Home task list.
2. Review the **Study & Investigator Information**.
3. Select **Next**.
4. Respond to each question in the **Sponsor Information** section.
5. Select **Next**.
6. If necessary, respond to each question in any **Co-Development Partner** sections.
7. Select **Next** or **Complete**.
8. Upon form completion, the completed financial disclosure form is generated for your review.
9. Select **Complete** to finish the task. **Note:** If any task information is incorrect or missing, choose _Do Not Approve_ and advise the task requestor of the needed updates.
10. Select one of the following: 
  - **Approve** : The document state is moved to Current and the completed and signed document is filed to the Study eBinder.
  - **Do Not Approve** : The document remains in the Draft state and the task initiator is notified that the form/task was rejected.

## Digital Financial Disclosure Form Sample