Note The steps in this section are for creating new documents. If you are adding an updated version of a document that already exists in SiteVault, upversion the document instead.
- Access Documents > Library.
- Select Create.
- Select Upload in the dialog box, then select Continue.
- Either drag and drop files into the blue area or select Choose. Uploading multiple files creates multiple documents.
- Select Classify documents now, search for and select the document type, then select Next.
- Complete required and any additional fields as needed.
- Select Save.
- If copy certification is required, complete the Copy or Original field. Use the hover text for guidance. For more information, see Copy Certification of Documents.
SiteVault creates the document in a Draft status. When appropriate, you can move the document to its approved/final state from the Library or the Study eBinder (bulk approval available).
SiteVault
