1. Information for CRO and Sponsor Users
  2. Document Management
  3. Managing CDAs and confidentiality statements
  4. Upload a confidentiality document to a workflow

Upload a confidentiality document to a workflow

Before you begin: this procedure shows you how to attach a confidentiality document to an existing workflow. If you need to define a new workflow, see "Configure workflows for sites" in this document. You can upload files in Microsoft Word, Adobe Acrobat (PDF), or ZIP file format.
  1. In the top navigation bar, hover over setup and click CDAs, confidentiality statements, and generic documents.
  2. Next to the desired workflow, click Attach and upload a CDA or confidentiality statement.
  3. Click Done.

Parent topic: Managing CDAs and confidentiality statements