The Site eBinder upload process includes the option to move documents to their steady state or initiate a workflow. Documents uploaded to the eBinder are also available in the Document Library.

1. Access the Site eBinder.
2. Select one of the following upload methods:
   • Upload (select the Upload button):
     • Select the locally saved documents.
     • Select Open.
   • Drag and Drop:
     • With Site eBinder open, select the locally-saved documents on your computer.
     • Use your cursor to drag and drop documents from a local folder to an eBinder folder or the eBinder table.
3. For each document:
   • Select the Document Type.
   • Select the upload state:
     • Draft: The document requires additional processing/review (updates, signatures, etc.).
     • Final State (state label depends on Document Type chosen in the previous step): Document is complete with no further processing needed.
   • Additional Actions:
     • To perform Copy Certification, select Additional Actions > Perform Copy Certification. If the document is a Source document, verify if the document is an exact or redacted copy.
     • To initiate a workflow, select the appropriate workflow from Additional Actions. Complete the required fields in the Start Workflow dialogue.
   • Enter a description of the document. Include details not captured in other document fields.
   • Complete the Document Date field with the most meaningful date to uniquely identify this document version (eg., version date, approval date, log end date, meeting date, etc.).
   • Complete the optional Start Date field. This date should reflect the earliest date of recording/capturing in this document. The latest date of data recording in this document should be added in the Document Date or End Date fields.
   • If applicable, complete the Expiration Date field with the date on which the document is due to expire.
   • Populate the remaining fields.
4. Select Save to complete the process.