Overview:

Using Study Start-Up (SSU) auto-filing and documents are not getting auto-filed into the proper binder sections.

Root Cause:

Study Start-Up (SSU) auto-filing uses the Vault Clinical Docs method, which relies on the artifact system.

Solution:

The artifact for the binder section needs to be the same artifact set in the classification of the document. This can be done by going to Admin --> Configuration --> Document Types --> [Type] --> Type Defaults.

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Related Documentation:

Vault Help Documentation: Auto-Filing Documents in SSU Binders (eTMF)

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