Reject

Admins, Document Managers, and Room Managers can reject a document. Any documents in Upload, Inbox, Staging, and Rejected Folders are not considered to be Final. A Reason for Rejection dropdown allows specifying a reason for workflow documents and documents in the rejected folder/status are now excluded from eTMF health calculations.

To reject a document, follow the steps below.

  1. Select a document by clicking on the checkbox.
  2. Right-click on the document or the three-dot menu in the grid and select the Reject option from the document actions menu.

  3. Provide a rejection reason on the Reject Document popup and click on the Reject button.

Note:

  • Users will not be able to drag and drop documents into this folder to prevent awarding an erroneous status should a non-rejected document be placed in this folder.
  • To reject a document outside of the standard workflow steps, the user must either be an administrator or they must have the Document Manager action enabled on their user account.