Finalizing a source file that has been uploaded to SiteVault signifies that the file is an official record in your investigator site file.

1. From the Document Library or Study eBinder, open the document that you want to finalize and review the information on the Doc Info page for accuracy.
2. If applicable, select Edit Fields to update information as needed.
3. From the 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.