Getting Started

Learn about using SiteVault and get up and running quickly

Document Types Spreadsheet

Click here to download a spreadsheet of the document types in SiteVault. The spreadsheet contains the following information for each document type:

  • Who can create the document type
  • Required fields
  • Naming format
  • The lifecycle of the document type
  • Location in the eBinder
  • Available workflows
  • Whether monitors can view the document type
  • Whether monitors can download the document type
  • Whether you can send the document type to a sponsor or CRO on Connected Studies
  • Whether you can receive the document type from a sponsor or CRO on Connected Studies