Upload a study protocol to a workflow
You must have a role with Study Setup Management permission to complete this task.
- In the top navigation bar, hover over setup and click manage protocol documents.
- To add a default protocol, in the Default protocol document section, click Attach and upload the protocol.
- To add a protocol document that is specific to a workflow (for example, a PSP for sites who do not need the full protocol), in the Workflow specific protocol document section, next to the desired workflow, click Attach and upload the protocol document.
Parent topic: Managing protocols