How To Create An Electronic Regulatory Binder In Sharepoint printable pdf download

How To Create An Electronic Regulatory Binder In Sharepoint

How to create an electronic Regulatory Binder in SharePoint

Check with your department administrator to see if a Departmental SharePoint site is available. If not, complete the

SharePoint Request Form and submit to IT (see Attachment 1). The SharePoint Security Officer will set up the

website and email the link to the SharePoint site. Please ensure that the persons delegated to conduct regulatory

duties throughout the study have “Full Access” rights in order to modify/delete as appropriate.

1. To create an eRegulatory Binder: From your SharePoint site, click on Libraries on the left menu of the

screen, then from main menu bar on the top of the screen click Create then scroll down and click Document

Library. This will prompt you to enter a name of your eRegulatory Binder. Commonly used names include

“Regulatory Binders”, “Electronic Study Files” or “eRegulatory Binders”. Once complete, click Create to save

the name (see Figure 1).

Figure 1.

1) From Libraries, click Create

3) Enter Binder Name

2) Document Library

2. To create a study folder within an eRegulatory Binder: The name of the newly created eRegulatory Binder

is located in the left column of the “Libraries” section (see Figure 2). There are three options on the top menu

bar: “Browse”, “Documents”, and “Library”. Click on Documents then New Folder and a text box to enter the

study folder name will open. Repeat this step to create additional eRegulatory binders for other studies.

Figure 2.

From the Documents Tab, select New Folder

eRegulatory Binder link will appear here.

How To Create An Electronic Regulatory Binder In Sharepoint