Complete document activities individually

Document modals are the containers where you'll upload file attachments, set preferred options for the file (e.g., sharing and signature requirements), and add notes that you can optionally share outside of your study team. After entering all required fields, you can complete a document activity in the document modal.

1. Display the country details or site details page for the document activity you want to complete.
2. On the Your activities tab, click Documents.
3. Filter the document list using the Assigned to, Sort by, Status, Show, and/or Category options.
4. Click the document placeholder to open the document modal.
5. On the left side of the modal's Activities tab, browse and Attach a file or drag and drop a file to attach, if appropriate. If enabled for your organization's account, you can optionally click the check box below the file name to share the attached file with the site and/or CRO/sponsor, as appropriate.
6. Optionally enter a Note for this document. If you do so, click Save. If enabled for your organization's account, you can optionally click the check box below the note text box to share the note with the site and/or CRO/sponsor, as appropriate.
7. Set the preferred electronic signature and/or wet ink options, as appropriate.
8. On the modal's Activities tab, view the shaded area on the right to evaluate and complete the configured Required and/or Important activities (e.g., attach a file, add a document completed date, review file, add Version ID). Activities are unique to your organization's configuration.
9. Click Complete Activity.