# Viewing a Milestone's Expected Documents (Clinical Operations)

From a _Milestone_ record, you can open a hierarchical view of all _Expected Documents_ associated with that particular _Milestone_. Using this hierarchical view, you can easily see the status of all Expected Documents related to that milestone and drag and drop to upload new documents to the appropriate _Expected Document_ record from this page.

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      <p><strong>Note</strong>: This feature is only available on Clinical Operations Vaults.</p>
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## How to View a Milestone's Expected Documents

### Accessing the Hierarchical View

Note that EDL hierarchical view must be <a href="/en/gr/63304/#configuring_edl_hierarchical_view">enabled by an Admin</a>
.

To access hierarchical view:

  1. Navigate to a _Milestone_ or _Expected Document List_ object record, either through **Admin > Business Admin** or a custom tab.
  2. From the **Actions** menu, choose **View Expected Documents**.
  3. Vault opens the hierarchical view. Use the master pane to view expected documents.

### Master Pane

The master pane displays a tree view of the document types associated with a _Milestone_ record's expected documents. You can click the **Arrow** icon to collapse and expand nodes as needed. Click on a document type, subtype, or classification in the tree view to see a list of all expected documents of that type in the expected document pane.

### Expected Document Pane

The Expected Document pane displays a list of all _Expected Documents_ of the type you selected in the master pane.

You can filter these records by department, completeness, or requiredness, using the drop-down menus at the top of the list. Note that the filter buttons update to display your field labels so you can filter by your fields.

In the expected document pane, you can also see an _Expected Document_ record's <a href="/en/gr/31833/#status_indicators">status indicator</a>
. If you hover over a single _Expected Document_, Vault displays the record's <a href="/en/gr/31833/#hover_cards">hovercard</a>
.

## Drag & Drop to Upload Files

You can create documents by uploading single source files from an _EDL Item_:

  1. Drag and drop your file onto the _EDL Item_ record in the expected document pane. You can only upload one document at a time. Note that this is only available for new documents. You cannot use drag and drop upload to create a new version.
  2. Vault populates the document type based on the _EDL Item_ and auto-fills certain fields based on the _EDL Item_ values. Fill any remaining required fields in the **Upload File** dialog.
  3. Click **Save.** Vault uploads the document and automatically matches it to the _EDL Item_.

Note that Vault only matches the document to the _EDL Item_ when the _Batch Update_ field value is _Yes_.

You can also <a href="/en/gr/32749/">upload multiple files</a>
 using the **Upload** action on the _EDL Item_.

## Customizing the Expected Document Pane

EDL hierarchical view offers options for customizing the expected document pane.

### Resizing Columns

Resize the width of each column by dragging the edges of the column heading.

### Rearranging Columns

Change the order of columns by clicking and dragging the column header to a new location. An orange line appears to highlight the new location while you drag. You cannot move the **Name** column.

### Adding or Removing Columns

To add or remove columns, select **Edit Columns** from the main **Actions** menu. From the dialog box, you can move fields between the **Available Columns** box and the **Selected Columns** box. In the **Selected Columns** box, rearrange the column order using the **Up** and **Down** arrow buttons.

To reset all settings to default, click **Restore**.

### Customizing Column Text Appearance

Sometimes text is too long to fit properly inside its column. In the main **Actions** menu, the **Truncate Cell Text** and **Wrap Cell Text** options let you toggle between truncating and wrapping cell text.

## In-line Editing

You can <a href="/en/gr/31019/">inline edit</a>
 _Expected Document_ records in the expected document pane.

## Exporting

Using the EDL Hierarchical View **Actions** menu (to the far right of the EDL Hierarchical View search bar), you can export your view of _Expected Documents_ to Microsoft Excel or CSV.

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      <p><strong>Note</strong>: Vault will not include the following characters in the file name of an export: <code class="language-plaintext highlighter-rouge">&lt; &gt; : "" / \ | ? *</code></p>
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## Searching

You can search your _Expected Document_ records in EDL Hierarchical View. Note that this search only includes _Expected Documents_ of the type selected in the master pane.

## Bulk Actions

You can perform <a href="/en/gr/33725/">bulk object record</a>
 actions from the EDL Hierarchical View **Actions** menu.

## Related Permissions

You can complete all steps in this article with the standard _Business Admin_, _System Admin_, or _Vault Owner_ profile.

If your Vault uses custom security profiles, your profile must grant the following <a href="/en/gr/22824/">permissions</a>
:

<table class="wbord">
  <tr>
    <td>
      <p>
        <strong>Type</strong>
      </p>
    </td>
    <td>
      <p>
        <strong>Permission Label</strong>
      </p>
    </td>
    <td>
      <p>
        <strong>Controls</strong>
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Security Profile
      </p>
    </td>
    <td>
      <p>
        Objects: Milestone: View
      </p>
    </td>
    <td>
      <p>
        Ability to edit <em>Milestone</em> records
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Security Profile
      </p>
    </td>
    <td>
      <p>
        Objects: Milestone Item: View
      </p>
    </td>
    <td>
      <p>
        Ability to view <em>Milestone Item</em> records
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Security Profile
      </p>
    </td>
    <td>
      <p>
        Objects: EDL: View
      </p>
    </td>
    <td>
      <p>
        Ability to view <em>EDL</em> records
      </p>
    </td>
  </tr>
  <tr>
    <td>
      <p>
        Security Profile
      </p>
    </td>
    <td>
      <p>
        Objects: EDL Item: View
      </p>
    </td>
    <td>
      <p>
        Ability to view <em>EDL Item</em> records
      </p>
    </td>
  </tr>
</table>