Who can complete this task?
- Clinical Basics: Vault Admin, Study Contributor, CTMS Vault Admin, Study Manager, Monitor
Send for eSignature is the right choice for documents that need a compliant signature to be approved. For example, protocols, protocol amendments, contracts, or agreements.
To send a document on eSignature:
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Navigate to TMF Workspace > Library and select a document.
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Select Send for eSignature from the Workflow menu.
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Select one or more Approver(s) to sign the document. All approvers will need to approve the document.
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Enter the Approval Due Date.
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Click Start.
The document is In Approval and tasks are sent to the approvers.