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Get Started with SiteDocs Portal™
You’re one step away from tailored pricing and streamlined onboarding.
Step 1: Review & Scope
We review your details
Our team assesses your needs and scopes the customized solution for your service.
Step 2: Align & Plan
We reach out to align
We walk you through onboarding options, timelines, and next steps — guided by your Trial workflow.
Step 3: Setup Begins
Your SiteDocs Portal™ setup begins
From portal configuration to training and compliance checks, your ready to go.
Start Onboarding &
Get Your Custom Pricing
This is the first step in activating your SiteDocs Portal™.
Fill out the form to receive tailored pricing based on your needs. Our team will then begin onboarding — guiding you through setup, training, and compliance from day one.
Tailored to Your Workflow
Our onboarding process adapts to the way you work—whether you’re a single-Site study or a multi-Site network—minimising disruption and maximising efficiency.
Fast, Not Frustrating
Most teams are fully up and running within 5-10 business days from service level agreement sign-off — complete with training, configuration, and compliance support.
Audit-Ready from Day One
Every account is configured for FDA CFR Part 11 and ICH GCP R3 alignment from the start, with role-based access, version control, and training included.
Human-First Support
Our team of Clinical Trial and tech specialists guide you every step of the way—no ticketing systems, just real help when you need it.
Scale with Confidence
Whether you’re starting small or going site-wide, SiteDocs Portal™ grows with you — ready to support new studies, users, and regions as your trial evolves.
Questions About Getting Started?
We’ve answered some of the most common questions about onboarding with SiteDocs Portal™
— from setup timelines to system requirements.
If you’re still unsure, feel free to reach out — we’re here to help.
What’s included in the onboarding process?
You’ll receive hands-on setup support, system configuration, user training, and compliance alignment — all tailored to your team’s structure and needs.
How quickly can we go live?
Most onboarding processes are completed within 5-10 business days from service level agreement sign-off, depending on your workflow and the number of users or modules selected.
Will I have a dedicated contact during onboarding?
Yes — you’ll work directly with our implementation team, including Clinical Trial Specialists and product experts who guide you through every step.
Do we need technical knowledge to get started?
Not at all. SiteDocs Portal™ is built to be intuitive and ready-to-use. We handle the configuration and provide training so your team can focus on research, not tech.
Can I add more users or modules later?
Absolutely. SiteDocs Portal™ is designed to scale with you — adding users, features, or entire new studies is seamless and supported at every stage.