Order Signature Capture

  • iPad
  • Windows Tablet

When a user selects the Signature button on an order, a screen displays to capture the customer's signature. The signature is saved as a Base64 text string in the Signature_vod__c field.

The disclaimer is defined by using the Veeva Setting ORDER DISCLAIMER which points to the corresponding Veeva Message.

The company fields visible in the signature page are definable by the Veeva Setting COMPANY_FIELDS_FOR_PRINT which points to the corresponding Veeva Message. This definition is also used by the existing Order Print functionality.

Orders are submitted automatically upon signature validation. If an internet connection is available, signature validation also triggers a mini synchronization.

The Order object has the following additional fields:

Field Description

Signature_Date_vod__c

Enables the signature button when placed on page layout of order. Set when signature is captured.

Signature_vod__c

Captures the signature

Disclaimer_vod__c

Stores the shown disclaimer text persistently in the order

Receipt_Requested_vod__c

Flag to indicate requested signature receipt

Configuring Order Signature Capture

Prerequisites

Ensure initial configuration is complete before enabling this functionality.

To display the company logo on the signature page, follow these guidelines:

  • The following file types are supported: GIF, JPG, and PNG

    GIF files do not animate.

  • The maximum logo size is 500 pixels wide by 250 pixels tall. Images larger than this are scaled down to fit while maintaining their aspect ratio.
  • Images smaller than the maximum size are displayed in their original size
  • The logo file must be stored as an attachment in the Documents tab in Veeva CRM online under the images folder
  • The naming convention for the file must be order_logo.xxx, where xxx is the standard file extension for the file type
  • Keyword must be set to offline in order for the logo to be synced down
  • Only a single logo image file is supported. This logo is used on the Signature page and in the Order Print .pdf file.