How to trigger Auto-filing in eTMF Vaults?
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.
Vault Auto-filing Documentation: Triggers for Auto-Filing