Finding Expected Documents in the Work Area

To see Expected Documents in your Work Area, go to the Narrow Choices panel and select Expected from the Document Status facet. 

Note: These expected documents are mostly private to you. Most other users can’t see your expected documents, however, other users will be able to see the fact that you have Uploaded a document against a specific study item. Users with appropriate permissions will be able to view your Work Area and thus see your expected documents.

Completing Indexing

If you have created an expected document, you can add more Indexing information to that expected document before creating the transmittal.

To add indexing information to an expected document:

1. Click the Name of the Expected Document in your Work Area.
2. Add or Edit the values in the Metadata tab.
3. Click Save when the information has been updated.