# Upload Source Documents

Source: https://sites.veevavault.help/gr/sitevault/monitoring/site-upload-source/

Important! If you have access to multiple vaults, ensure that you are logged in to Veeva SiteVault before uploading source documents. The SiteVault logo is displayed in the upper-left corner. Moreover, ensure that the correct site is [selected in the vault selector](/gr/sitevault/getting-started/vault-selector/).

## Upload Source Documents to the Study eBinder

 [Select here for an interactive demo.](https://app.arcade.software/share/FHJVjXyL6e8S6wPB641q) 

To upload Source Documents to the Study eBinder, complete the steps below:

1. Navigate to **Documents \> Study eBinder**.
2. Expand the **Upload** dropdown menu to select **Bulk Upload Source Docs**.
3. Select one of the following upload methods: 
  - **Browse** your local folders. 
    - Select the documents to upload.
    - Select **Open**.

  - **Drag and Drop**
    - With the Bulk Source Upload window open, select the documents to upload.
    - Use your cursor to drag the documents from the local folder into the Bulk Source Upload dialog.

4. Complete the required and any additional optional fields as needed. **Note:** You can apply the same content to all fields in a column by populating the header row field. Individual fields can be adjusted at the row level, as needed.
5. Select **Save** to complete the process.

If you need to edit a field on a document after saving, open the document and select **Edit Fields** ( ![Edit Fields Icon](/gr/uploads/sitevault/images/help/edit-icon.png)) in the Document Information panel. Once finalized, only Site Administrator users can edit the fields on source documents.

When you’re finished creating source documents, ensure that you [finalize all documents](/gr/sitevault/monitoring/site-finalize-source/) to make them ready for monitor review.

Note If you attempt to create a new Adverse Event Log, IP Accountability Log, or Protocol Deviations Log document for a study participant and an existing document already exists for that study participant, SiteVault displays an error message. Instead of creating a new document, we recommend that you [upload the document as a new version instead](/gr/sitevault/eisf-ebinder/new-version/).

## Source Upload Tips

See the following tips and tricks for using the Upload Source Documents wizard in the Study eBinder:

- Documents with a hyperlinked filename (formatted as an image or PDF) will generate a preview when clicked.
- Use the header cell of a column to enter the same information for every file.
- The **Upload As** column allows you to upload files directly to the steady state.
- If needed, you can create a new participant for a file during the upload process. Select the Participant field on the row of the file and select **+Create**.
- The start and end dates should reflect when the data was captured. Values can be defaulted based on each file’s naming convention. If a date was included in the [document’s filename](/gr/sitevault/monitoring/site-prep-source/), the date is automatically added to the End Date field of the uploaded document.
- Copy Certification Verdict: A document is considered a copy of source if it has been downloaded from an electronic source or electronic health record (EHR) system or if it has been scanned before being uploaded to SiteVault. A document is considered an original source document if this is the file where the data was originally captured (for example, if a .DOCX file was completed during the visit). SiteVault’s [Copy Certification](/gr/sitevault/monitoring/site-copy-cert/) process should be completed on documents considered a copy of a source.
- Hover over a row and select the **remove** icon ( ![Remove Source Icon](/gr/uploads/sitevault/images/help/remove-source-icon.png)) to remove the file without uploading.