eISF & Study eBinder

Learn how to build your eBinder and upload and manage documents

Documents Upload, Finalize, and Initiate Workflows

The Study eBinder upload process includes the option to move documents to their steady state, perform copy certification, and/or initiate a workflow (eSignature, Read and Understand, or Review). Documents uploaded to the eBinder are also present in the Document Library.

eBinder Upload

Complete the following steps to upload documents directly to the Study eBinder:

Note The fields that are displayed in the Details section mostly depend on the Document Type selected in Step 2.

  1. Access the Study eBinder.
  2. Select one of the upload methods below:
    • Upload (select the Upload button)
      • Select the locally saved documents.
      • Select Open.
    • Drag and Drop
      • With 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 (for example, Version date, approval date, log end date, meeting date, etc.).
    • If available, complete the optional Start Date field. This date should reflect the earliest date of recording or 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 available, 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.