Question:

How to trigger Auto-filing in eTMF Vaults?

Answer:

When any of the following document triggers occur, Vault checks the selected study, country, or site and adds the document to the correct binder.

• Document creation
• Document classification
• Document reclassification
• Update to document field values

Users can also manually refresh auto-filing on binders from the binder’s actions menu. This action evaluates the existing contents of the binder as well as any documents not included in the binder, and then adds/removes documents accordingly.

Related Documentation:

Vault Auto-filing Documentation: Triggers for Auto-Filing