Capturing and Displaying Signatures on Contract Partner Records

  • iPad
  • Browser (Classic)
  • Windows Tablet

Some markets require the sales rep’s signature to be present on the Contract signature page in addition to the Account signature. Customers can include the user’s signature and display that signature on the Contract Partner Signature page. Users can also edit their own signature.

Capturing signatures on Contract Partner Records is available on iPad and Windows Tablet. Displaying Signatures on Contract Partner Records is available on iPad.

Capturing contract partner signatures from call objectives is available on iPad. Creating call objectives is available on Browser (Classic).

The columns in the Contract Lines section of the Contract Partner Signature page display based on the Contract Lines page layout.

Enabling Signature Capture on the Contract Page

Prerequisites

To enable signature capture:

  1. Grant users the following permissions:
  2. Object OLS Record Types Fields FLS
    User_Detail_vod CRUD n/a
    • User_Signature_vod
    • User_vod
    		 Edit
    Contract_Partner_vod n/a n/a
    • User_Signature_vod
    		 Edit
  3. Add the User_Signature_vod field on the appropriate Contract_Partner_vod object page layout.

To enable admins to view the Contract Partner Signatures online:

  1. Enable Visualforce page access to the View Signatures page for the appropriate user profiles.
  2. Ensure the user has Edit permission to the Contract Partner fields they need to view on the View Signatures page.

Only the customer signature is displayed.

To define fields that should be hidden on the Contract Partner Signature Page, use the OM_Print_Blocked_Fields_vod Veeva Setting.

To change the image in the signature screen:

  1. Select Options.
  2. Select Documents.
  3. Select the Images folder.
  4. Upload an image titled order_logo.png and enter Offline into the keyword field.

Enabling Signature Capture for Contracts from Call Objectives on the Call Report

Users can navigate to a contract partner record from a call objective on a call report to capture a signature.

To enable capturing signatures from a call objective on the call report:

  1. Grant users the following permissions:
    ObjectOLSRecord TypesFieldsFLS
    Call_Objective_vodCRUn/aContract_Partner_vodEdit
    Contract_Partner_vodCRUn/an/an/a
  2. Add the Call Objectives Related List to the Account detail page.
  3. Place the View Signatures button on the Contract Partner related list.

The Contract Partner Lookup field on the Call_Objective_vod object provides an association between the call objective and an existing contract partner record that allows the user to access the associated record from the call report. When the call objective is selected, the contract partner record opens. Depending on permissions, the user can edit, sign, attach photos or delete the record.

Users can cancel and return to the call report without completing the call objective.