Customizing the Signature Page
- Browser (Lightning)
- CRM Desktop (Windows)
- Windows Tablet
Customers can require users to always capture an HCP's signature before submitting a Medical Inquiry. This can reduce or eliminate inaccurate requests, misrepresentations, or other issues.
To require a signature on a Medical Inquiry, place the Signature_Date_vod field on the Medical_Inquiry_vod object page layout.
To remove the signature requirement, remove the Signature_Date_vod field from the Medical_Inquiry_vod object page layout. Signatures cannot be optional.
If this field is present on the Medical_Inquiry_vod object page, the Sign button displays when creating or editing a Medical Inquiry. The signature itself is stored in a Base64 encoded string in the Signature_vod field. The current date and time are stamped into the Signature_Date_vod field when the user accepts the signature.
When a signature is captured, the Delivery_Method_vod, delivery details, Account_vod, and Inquiry_Text_vod field values are locked on the record. If using the Multiple Product Inquiries configuration, the Product_vod field is also locked. Users cannot delete signed records.
To prevent users from clearing a signature and changing Medical Inquiry details after an initial signature is captured, admins can enable the DISABLE_MI_SIGN_BUTTON_vod Veeva Setting. If this setting is enabled, the Sign button does not display on a Medical Inquiry after a signature has been accepted.
Adding a Logo to the Signature Page
Admins can add a company logo or other image to the Signature page for added visual interest or product placement.
To add an image to the Medical Inquiry signature page:
- Open the Documents tab.
- Select New.
- Enter 'vmobile-image' in the Document Name field.
vmobile-image is used for all platforms, including Browser Lightning.
- Enter a unique name for the image in the Document Unique Name field.
- Select images from the Folder list.
- Enter 'offline' in the Keywords field.
- Select an image to upload. Supported file types are JPG, PNG and GIF.
- Select Save.
- Ensure the Document VMOC is enabled for the appropriate offline platforms.
GIF files do not animate.