Run workflow to generate document activities

When necessary, you can run a workflow to create country and/or investigator document and submissions activities.

1. From the study country or site detail page’s Action menu, select Add documents and submissions.
   1. If the document is tracked with a specific version of the protocol, click the protocol to select, and click Continue, specify the protocol version, then click Next.
   2. If the document is tracked with a different protocol version, select Add a new protocol version reference, enter the Protocol version, then click Save and Continue.
2. Indicate if you want to generate activities for one or more investigators, the country, or both. Click Continue.
3. Select the document collection that will generate the desired activities, then click Continue. If the collection contains documents that already exist, those documents will not be duplicated.
4. Review the list, then click Done.