Upload a study protocol to a workflow

You must have a role with Study Setup Management permission to complete this task.

1. In the top navigation bar, hover over setup and click manage protocol documents.
2. To add a default protocol, in the Default protocol document section, click Attach and upload the protocol.
3. 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.