# Upload, Approve, and Initiate Workflows on Documents

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

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 Library.

 [Select here for an interactive demo.](https://app.arcade.software/share/XQzzFjfYTt1tB4yA93ob) 

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 **Documents \> 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 the Study eBinder browser window 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**. To classify a document later, select **Classify later (Move to Document Inbox)** and move to the next document.
  - You will be alerted if an existing study document is found to be a [file or document type match](/gr/sitevault/eisf-ebinder/duplicate-checks/).
  - 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.
      - **Note:** Workflows are not available on Restricted documents.

  - Complete the **Description** field with 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.
  - If the document should have [limited visibility](/gr/sitevault/eisf-ebinder/restricted/) to avoid revealing private information or the study is masked or blinded, select _Yes_ in the **Restricted** field.
  - Populate the remaining fields.

4. Select **Save**.