About the Library
Document Basics
- Document information page
- Document types
- Create/upload documents
- Approve/finalize a document
- Restrict document visibility (blinded/masked studies)
- Edit document fields
- Delete documents
- Copy a document
- Annotations
- Check out a document
- Re-render a document
- Add attachments
- Compare documents
- Create a document from a template
- Supersede a document
- Create a new draft of a document
- Upload a new version of a document
- About document version stacking
Lifecycles and Workflows
Site Documents
- About Site Documents and the Site eBinder
- Find documents in the Site eBinder
- Upload site documents
- Bulk upload profile and organization documents
- Finalize site documents after upload (copy certify option)
- Initiate workflows
- Download a document from Site eBinder
- Site Document access for monitor/external users
