Workflows and state changes are used to update document statuses, certify documents as copies, or obtain electronic signatures on documents. Any workflow tasks that are assigned to you are displayed in the My Tasks view in the Home tab.

SiteVault Document Workflows

• Send for eSignature Approval: Send one or many documents to multiple signatories to approve a record (not PI oversight).
• Send for Investigator eSignature: Send the document to your study’s principal investigator (PI) for eSignature. See the Document Types Reference Spreadsheet for information on the documents that can be sent for Investigator eSignature.
• Send for Read and Understood: Send one or more study documents to study team members. Each recipient must confirm they have read and understood each study document.
• Send for Review: Send one or many documents to colleagues who can provide feedback using the annotation tool.
• Certify as Copy: Certify the document as a copy. Available during document upload.
• Delete Annotations: Remove any SiteVault annotations from a document.

For more on using document workflows, see the following articles from the eISF help tab.

• Sending and Completing eSignature Workflows.
• Sending and Completing Review Workflows
• Starting and Completing Multi-Document Workflows
• Sending and Completing Read and Understand Workflows

SiteVault Document State Changes

• Change Status to (final state): Progress the document to its steady state. This state change includes the option to perform Copy Certification.
• Change State to Internal Review: Indicate that the document is in internal review.
• Change State to In Sponsor Review: Indicate that the document is in sponsor review.