About Sending & Receiving Documents

Receiving Documents

Upon receipt of a document in Study Connect, a Draft copy is stored in the SiteVault Document Library, even if that portion of SiteVault is not in use.
Only certain document types can be received from a sponsor or CRO’s vault.

Delivers documents to a connected sponsor or CRO’s Clinical vault.
Can send multiple documents at a time.
SiteVault users not using Study Connect have the ability to send documents filed in the Study eBinder.
Once completed, document action is removed from Document Actions list.
Send Additional Documents tool can send up to 100 documents, uploaded or from the SiteVault library.
Only certain document types can be sent to a sponsor or CRO’s vaults. For more details, see Document Types.

Send failures occurring before actual send attempt will trigger a dialog, advising user to try again.
Send failures occurring during send process will trigger an email to the site with a consolidated list (by study) of all send failures.
Send failures are displayed as a notification in SiteVault.
Send failures are not displayed in Documents > Sent.

When a user attempts to send a document that was already sent, the user receives a warning that the document was already sent.
Study Connect will not prevent a user from sending a document multiple times.

Each vault maintains document versioning independently.
If a received document does not already exist in the receiving vault, it is created as version 0.1.
If a received document already exists in the receiving vault, it remains at the same version if there is no change to content.