If a document is reclassified to a new type, previous versions with the old, now incorrect, lifecycle will be excluded from the archive. The requesting administrator will receive a notification which includes a list of the affected documents.

If the affected documents do not need to be in the archive, there are no additional steps. If the affected documents should be included in the archive, follow the instructions on this page.

To ensure all versions are archived correctly:

• The earlier versions must be re-uploaded with the new, correct document type.
• Following that, the more current versions must be re-uploaded in their proper sequence.
• The study must be rearchived.

For assistance with this process, please follow the detailed steps on this page or contact Site Support for help.

Reclassifying Documents for Rearchival

Locate the notification which lists the affected documents. Follow the steps below for each affected document that should be included in the study archive.

Step One: Unarchive the document and download the source of all versions from the incorrect version to the current

1. Unarchive the document.
   • Select the document from the Study eBinder.
   • Select Unarchive Document from the All Actions menu.
2. Download the source of the earlier version(s) with the incorrect document type and lifecycle. Use the link from the notification to access the document.
   • From the document’s All Actions menu, select Download Source File
3. Download the source of any additional versions that were uploaded between the version to fix and the current correct version.
   • From the document’s All Actions menu, select Download Source File
4. Download the source of the current version with the correct document type and lifecycle
   • From the document’s All Actions menu, select Download Source File

Step Two: Upload and approve each source document from the oldest to newest version

1. Use the Create Draft action and upload the version to correct.
2. Approve or finalize the document.
3. Repeat the previous 2 steps on each version, in the original order.

Step Three: Rearchive the study

1. Confirm the versions are in the correct order.
2. Rearchive the study by following the steps on Initiate Study Archive.