To configure this feature:

1. Ensure Capturing Acknowledgement of Content is configured and the aoc_due_date__v formula field is populated on the content_acknowledgment__v records.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	CRE	All appropriate object types	name__v	Edit
   content_acknowledgement__v	CRE	n/a	remote_signature_attendee_name__v signature_captured_remotely__v signature_captured_share_link__v signature_request_uuid__v	Edit
   sent_message__v	CRE	content_acknowledgement__v	account__v aoc_id__v call__v capture_datetime__v engage_link__v mobile_id__v recordtypeid sent_from_platform__v sent_via__v shortened_engage_link__v to__v transaction_type__v user__v vexternalid__v	Edit
   signature_request__v	R	content_acknowledgement__v	account__v aoc_id__v call2__v call_date__v engage_last_modified_datetime__v name__v recordtypeid__v request_canceled_datetime__v request_expired_date__v requested_datetime__v status__v signature_accepted_datetime__v signature_captured_datetime__v signature_declined_datetime__v	Read

System Users are created in Vault CRM instances and managed by Veeva for integration purposes. By default, these users are assigned the appropriate permission set. Customers cannot update the permission set, but the following additional permissions can be added to configure capturing remote signatures for acknowledgement of content.

To configure this feature:

1. Create a custom permission set with the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	R	All applicable object types	n/a	n/a
   content_acknowledgement__v	RE	All applicable object types	All custom fields	Edit
   content_acknowledgement_item__v	RE	All applicable object types	All custom fields	Edit

2. Assign the custom permission set to the Engage System User via an Application Role. See Adding Permission Sets to Application Roles for more information.

To configure this feature:

1. Ensure Capturing Acknowledgement of Content is configured and the aoc_due_date__v formula field is populated on content_acknowledgment__v records.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   account__v	R	All appropriate object types	name__v	Read
   content_acknowledgement__v	CRE	n/a	remote_signature_attendee_name__v signature_captured_remotely__v signature_captured_share_link__v signature_request_uuid__v	Edit
   content_acknowledgement_item__v	RE	n/a	account__v content_acknowledgement__v distributor__v external_id__v lot__v manufacturer__v mobile_id__v product__v product_name__v ship_quantity__v tracking__v u_m__v	Edit
   sent_message__v	CRE	content_acknowledgement__v	account__v aoc_id__v call__v capture_datetime__v engage_link__v mobile_id__v recordtypeid sent_from_platform__v sent_via__v shortened_engage_link__v to__v transaction_type__v user__v vexternalid__v	Edit
   signature_request__v	R	content_acknowledgement__v	account__v aoc_id__v call2__v call_date__v engage_last_modified_datetime__v name__v recordtypeid__v request_canceled_datetime__v request_expired_date__v requested_datetime__v status__v signature_accepted_datetime__v signature_captured_datetime__v signature_declined_datetime__v	Read

6. Navigate to Business Admin > Objects > VMobile Object Configurations.
7. Ensure the following VMOCs are active for the appropriate platforms:
   • engage_link_settings__v
   • sent_message__v
   • signature_request__v

Optional Configuration

Edit the value in the aoc_sign_request_expiry_period__v Engage Link setting to modify the number of days a signature request link remains valid (optional). The default setting value is 30, so signature request links automatically expire 30 days after the user requests a signature. Admins may change the value to any integer between one and 90. Signature request links are valid until they are signed or until they expire.

To capture a remote signature for AOC:

1. Select the Acknowledgment of Content option from the More Actions menu on the call report or from the More Actions menu on the account detail page.

   An alert badge displays next to the Acknowledgment of Content option from the Call Report indicating the number of overdue AOCs.

   The Acknowledgment of Content option only displays when there is at least one open AOC record for the current user and account. For unique activities group calls, the alert displays on child calls only.

   AOC signature capture from the call report is only supported on individual calls or unique activities group calls. It is not supported for standard group calls.

   Alternatively, select the Sign icon from the header on a Content Acknowledgment detail page. From this entry point, the user can only sign the AOC from which the signature option is launched.

2. Select the appropriate signature method from the Request Signature Method picklist on the Signature Setup page.
3. Complete the selected signature request process:
   • Face to Face Signature Capture
   • Share Link Signature Capture
   • Engage Meeting Signature Capture

Once the HCP submits their signature, the end user receives an email notification from Vault CRM. Remote AOC signatures are automatically accepted. Users do not need to review and accept the HCP signature.

Approved Email receipts are not available for AOC signatures using Engage meeting and Sharelink signature method.

While there is a pending signature request, the content_acknowledgment__v record for the AOC is locked. Users and admins cannot edit or delete content_acknowledgement__v records with pending signature requests until the HCP provides a signature or the user cancels the signature request or the signature request is expired.

Face to Face Signature Capture

To request a signature using Face to Face signature capture:

1. Select Face to Face from the Request Signature Method picklist for the appropriate AOC record.
2. Select the Request Signature button.
3. Provide the device to the HCP for signature capture.
4. Select Accept to accept the HCP signature and complete the AOC process.

Share Link Signature Capture

To request a signature using Share Link signature capture:

1. Select Share Link from the Request Signature Method picklist for the appropriate AOC record.
2. Select Request Signature.
3. Select the appropriate application from the custom sharing modal to share the generated link with the HCP. Sharing options are defined by the ENGAGE_LINK_APPS;;EngageLink Veeva Message. If an acceptable application is not available, select Copy Link to copy the link to the device’s clipboard, then send it to the HCP through the preferred application.

Users do not need to remain in the Vault CRM application while waiting to capture the signature.

Checking for Pending Signatures

To check for submitted signatures after sending a Share Link signature request, select the Check for Signature or Check for All Signatures button from the upper right corner of the signature page, or from the signature request card. Users access the signature page from the same entry points as they did when requesting a signature--the call report, the Content Acknowledgement detail page, or the account detail page. If there are multiple signature requests pending for the account, the Check for All Signatures button is available in the signature page header.

If the HCP has submitted a signature for one or more outstanding AOC signature requests, a Signature Received message displays.

Select OK to return to the Signature Setup page. If all open AOCs are resolved, including AOCs with pending signature requests, the Signature Setup page closes and users are returned to their entry point. If the HCP has not submitted a signature for any pending request, a No Signature Received message displays.

Canceling Pending Signature Requests

To cancel a pending signature request, select the Cancel Request button for the appropriate AOC on the Signature Setup page. If the HCP has not yet submitted a signature and the request is not expired, a confirmation message displays.

Select Cancel Request to confirm the cancellation.

Canceling a pending signature request is not available for Face to Face signatures.

Engage Meeting Signature Capture

To request a signature using Engage Meeting signature capture:

1. Select Engage Meeting from the Request Signature Method picklist for the appropriate AOC process.
2. Select Request Signature.
3. Select the appropriate attendee. This step only displays if multiple attendees are using the same Engage meeting ID as the selected account.

A Requesting modal displays to the meeting host until the HCP sends their signature back to the host. The Engage Meeting method is only available while users are hosting an Engage meeting.

AOC recipients review the signature request, sign, and submit their signatures from the signature capture screen on the end user's device (Face to Face method only) or from the internet browser on their own device. Recipients may edit the received quantity, mark an order as not received, and edit the AOC recipient before submitting their signature.

Editing the Received Quantity

If the actual received quantity differs from the expected quantity, select the edit icon next to the received_quantity__v field and enter the appropriate information.

Select Done to save the edited quantity and return to the signature capture screen.

Marking an Order as Not Received

If the entire order was not received, select the Did not receive order toggle. The receipt_quantity__v field for all line items on the AOC record is set to 0 and the not_received__v field is marked on the AOC record.

Editing the AOC Recipient

If the HCP who ordered the shipment did not personally receive the package, the signer must edit the signature capture screen to reflect the actual shipment recipient—for example, an office manager or front desk staff member.

To edit the AOC recipient, select the edit icon next to the name or role and enter the appropriate information.

Select Done to save the edited information and return to the signature capture screen.

Submitting Signatures

When the AOC information is correct, sign for the shipment, then select the Accept button to submit the signature and complete the AOC process.