Documents

Store and manage all of your documents

Approve/Finalize Documents

  1. Access Document > Library.
  2. Locate and select the document.
  3. From the document’s All Actions menu, select Change Status to {XXXX}, where “XXXX” is the document type’s final status.
  4. Complete the Document Date field.
  5. Additional Actions
    • If no further actions are required, select Save to complete the process.
    • If copy certification is required, select Perform Copy Certification.
      • Complete the copy certification.
      • Select Save to complete the process.

You can also approve/finalize documents individually or in bulk from the Study eBinder.

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