Regulatory Management: Manage Documents (workaround for Finalize Documents)

Overview

Important Information If a document fails to finalize or it should not be stamped, this activity can be used to move documents to the APPROVED section of the Documents Tab.

Navigation

Home Workspace > Study Workspace

Step-by-Step Process

1. Click the Documents tab.
   
2. Click a document to download.
   Note This will take you to the section of the application where the document has been uploaded by the study team.
3. Click the document Name.
   
4. Edit the document as needed, then click Save As.
5. Click Browse to navigate to the Desktop.
6. Click Save.
7. From the Study Application, click Exit.
8. Click the Manage Documents activity.
   
9. Click Add under the appropriate category. Categories include:​
   • ​IRB-approved​
   • Shared supporting
   • Internal supporting
   • Historical

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10. Enter a Title.
    
11. Click Choose File.
12. Locate and open the file on your computer.
    Note The document will not automatically convert to PDF. Ensure you have the document in your preferred format prior to uploading.
13. Click Show Advanced Options.
14. Enter the Activation Date.
15. Enter the Expiration Date.
16. Click OK.
17. The document appears in the appropriate list.
    
18. Click OK to finish or Add to upload another document.
19. The document appears in the Finalized Documents list under the Documents tab.