# Upload Site Documents

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

**Who can complete this task?**
- Administrators & Site Staff

The Site eBinder upload process includes the option to move documents to their steady state or initiate a workflow. Documents uploaded to the eBinder are also available in the Document Library.

1. Access the Site eBinder.
2. Select one of the following upload methods: 
  - **Upload** (select the Upload button): 
    - Select the locally saved documents.
    - Select Open.

  - **Drag and Drop** : 
    - With Site eBinder open, select the locally-saved documents on your computer.
    - Use your cursor to drag and drop documents from a local folder to an eBinder folder or the eBinder table.

3. For each document: 
  - Select the **Document Type**.
  - Select the upload state: 
    - **Draft:** The document requires additional processing/review (updates, signatures, etc.).
    - **Final State (state label depends on Document Type chosen in the previous step):** Document is complete with no further processing needed.

  - Additional Actions: 
    - To perform **Copy Certification** , select Additional Actions \> Perform Copy Certification. If the document is a Source document, verify if the document is an exact or redacted copy.
    - To **initiate a workflow** , select the appropriate workflow from Additional Actions. Complete the required fields in the Start Workflow dialogue.

  - Enter a description of the document. Include details not captured in other document fields.
  - Complete the **Document Date** field with the most meaningful date to uniquely identify this document version (eg., version date, approval date, log end date, meeting date, etc.).
  - Complete the optional **Start Date** field. This date should reflect the earliest date of recording/capturing in this document. The latest date of data recording in this document should be added in the Document Date or End Date fields.
  - If applicable, complete the **Expiration Date** field with the date on which the document is due to expire.
  - Populate the remaining fields.

4. Select **Save** to complete the process.