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Uploading Documents to Your eTMF

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Uploading Documents to Your eTMF 

1. To upload documents to active filing levels and milestones, go to the study Dashboard from the home screen.  All active filing levels and milestones and their associated artifacts are displayed on this screen.  

The Allow upload to inactive milestones setting allows users to upload documents to inactive milestones. If this is enabled, documents can be uploaded to any milestone at any time.

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2. There are two ways to upload documents to required artifacts:

  • Click Upload, then choose an artifact to which the document(s) should be associated with or select Unclassified, allowing the document to be assigned an artifact later:

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  • Under List of Artifacts, when scrolling through the list to select the artifact you want to upload document(s) to, the system will display an Upload button next to the artifact name.  Click the button and upload document(s) directly into that artifact. 

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3. As documents are uploaded throughout your study, the document filing completion status is tracked in the Completeness Report section of the Dashboard.

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