Who can complete this task?
Veeva Clinical Basics: Vault Admin, TMF Manager, Study Contributor, 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:
Navigate to TMF Workspace > Library and select a document.
Select Send for eSignature from the Workflow menu.
Select one or more Approver(s) to sign the document. All approvers will need to approve the document.
Enter the Approval Due Date.
Click Start.
The document is In Approval and tasks are sent to the approvers.