Adding Documents to Sites

Complete the procedure in this topic to add a document to a site.

To add a document to a site

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, drill down on the site number field of the site for which you want to track documentation.

3. Navigate to the Document Tracking view.

   A list of documents associated with the clinical trial appears.

4. Create a new record and complete the necessary fields.

5. Step off the record you just added and drill down on the Name field.

   The Attachments view appears.

6. Create a new record and complete the necessary fields as shown in the following table.

   Field	Comments
   Type	Displays the type of attachment.
   Auto Update.	Select this field if you want to automatically update the file during synchronization. Synchronization applies only to local files. If a file is not local, then it is not updated during synchronization.