# Configuring Document Reconciliation

You can configure actions to support document reconciliation between your Clinical Operations Vault and a site's eISF in SiteVault to verify that both Vaults contain the same version of relevant _Steady_ state documents.

When document reconciliation is triggered, Vault initiates a _Document Reconciliation_ job, which compares all matched documents in both Vaults and creates _Document Check_ records for each document. Note that the _Document Reconciliation_ job runs asynchronously, meaning that there may be a delay before users see the new records. Users can then reconcile documents by sending documents and document requests to SiteVault.



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      <p><strong>Note</strong>: This feature is only available on Clinical Operations Vaults with <a href="/en/lr/64233/">Veeva Site Connect</a> enabled.</p>
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## Page Layout Configuration

Add the _Site Document Checks_ and _Document Checks_ [related object sections](/en/lr/26387/#related-object) to the applicable page layouts of the *Monitoring Event* and *Study Site* objects.

## Lifecycle & Workflow Configuration

### Study Site Lifecycle Configuration

1. Configure the _Perform Document Reconciliation_ [system action in a workflow](/en/lr/33550/#system-action) on the *Study Site Lifecycle*. Set the **Allow auto-start from entry action and event action** checkbox if you'd like to configure the workflow as an [automatic entry action](/en/lr/52892/).
2. Configure the _Perform Document Reconciliation_ workflow to be available through a [manual user action](/en/lr/59885/#user-actions) or [automatic entry action](/en/lr/59885/#entry-actions) on applicable states of the *Study Site Lifecycle* so that users can trigger document reconciliation on a *Study Site* record. We recommend labeling the action "Check Site Documents."

### Monitoring Event Lifecycle Configuration (CTMS)

1. Configure the _Perform Document Reconciliation_ [system action in a workflow](/en/lr/33550/#system-action) on the *Monitoring Event* lifecycle. Set the **Allow auto-start from entry action and event action** checkbox if you'd like to configure the workflow as an [automatic entry action](/en/lr/52892/).
2. Configure the _Perform Document Reconciliation_ workflow to be available through a [manual user action](/en/lr/59885/#user-actions) or [automatic entry action](/en/lr/59885/#entry-actions) on applicable states of the *Monitoring Event* lifecycle so that users can trigger document reconciliation on a _Monitoring Event_ record. We recommend labeling the action "Check Site Documents."

### Document Check Lifecycle Configuration

* Configure the _Send Doc/Request via Clinical Network_ [user action](/en/lr/59885/#user-actions) on the _Document Check Lifecycle_ so that users can send documents and request documents from _Document Check_ records for documents that do not match in both Vaults.
* Configure the _Change State to_ [user action](/en/lr/59885/#user-actions) on the applicable states of the *Document Check Lifecycle* so that users can manually move open *Document Checks* to the *Closed* lifecycle state.

## Job Notification Configuration

You can configure the _Document Reconciliation_ job to [send notifications](/en/lr/22897/#notification) to users when the job is complete.