Finalizing a source file that has been uploaded to SiteVault signifies that the file is an official record in your investigator site file.
- From the Document Library or Study eBinder, open the document that you want to finalize and review the information on the Document Information page for accuracy.
- If applicable, select Edit Fields to update information as needed.
- From the All Actions menu, select Change Status to {XXXX}, where XXXX is the document type’s final status.
- Complete the Document Date field.
- 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.