To configure this feature, ensure Configuring Call Reporting and Configuring Call Sampling are complete.

Approved Email can be used to send email receipts to HCPs when they sign for samples or other products.

Approved Email receipts for sampling are not available on the Windows platform.

To enable this functionality:

1. Ensure Creating Approved Email Receipt Templates for Signature Transactions is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant end users the following permissions:

   Object	OLS	Object Types	Fields	FLS
   call2__v	CRE	n/a	request_receipt__vreceipt_email__v	Edit
   call2_sample__v	CRE	n/a	n/a	n/a

6. Navigate to Admin > Configuration > Objects > call2__v > Layouts.
7. Add the following fields to the appropriate layouts on the call2__v object:
   • request_receipt__v
   • receipt_email__v
8. Navigate to Business Admin > Objects.
9. Select Approved Email Settings > Global AE Settings.
10. Enter a value of 1 for the Enable Approved Email Receipts Approved Email setting.
11. Select Save.

Approved Email can be used to send email receipts to HCPs when they sign for samples or other products. To enable this feature:

1. Ensure Creating Approved Email Receipt Templates for Signature Transactions is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant integration users the following permissions:

   Object	Object Types	OLS	Fields	FLS
   call2__v	n/a	CRED	request_receipt__v receipt_email__v	Edit
   call2_sample__v	n/a	CRED	n/a	n/a

End users capture HCP signatures when they disburse samples. View the following sections for details:

• Capturing Electronic Signatures for Sampling
• Ensuring PDMA Compliance
• Locking Sample and BRC Information
• Signature Length Requirements
• Considerations

Capturing Electronic Signatures for Sampling

The signature page displays the samples disbursed along with the quantity, unit of measure, lot number, and manufacturer/distributor in a bar on the left side of the screen. By default, the Sign action displays only if a sample product or BRC is selected. For unique activity group calls, the user must also select a sample recipient.

The font size for product names on the signature page displays dynamically based on the length of the product name and related information. The font size does not decrease below 12 point font.

The signature can be cleared and re-signed until the user submits the call, unless sample limits are configured and sample products are added to the call report. If sample limits are configured and sample products are on the call report, the signature cannot be cleared and re-signed.

When a signature is captured, the signature datetime automatically overwrites the original call datetime. This helps users keep their schedules accurate without needing to manually update the call datetime after capturing a signature. See Maintaining Separate Call and Signature Datetimes for information on disabling this behavior.

When the call is submitted, the signature becomes an official record and can no longer be viewed or edited.

Ensuring PDMA Compliance

To comply with Prescription Drug Marketing Act (PDMA) requirements, the following fields are read-only on the signature capture screen:

• HCP Name
• HCP Title [Salutation field]
• Credentials
• License #
• Call Date
• Call Address
• List of all Sample Lots disbursed including:
• Quantity
• Sample Name
• Lot #
• Manufacturer
• Distributed By
• Disclaimer

Locking Sample and BRC Information

To ensure accuracy and regulatory compliance, the following fields on the call2__v object are locked when users save a signature on a call with samples, alternative sample, high value promotional items, or BRCs:

• recordtypeid__v
• account__v
• address__v
• call_datetime__v
• call_date__v
• sample_card__v
• sample_send_card__v
• supervising_physician__v
• All fields placed in the Samples section on the call report

The same fields are locked after users submit Paper-Based Sampling calls with samples, alternative samples, high value promotional items, or BRCs, and a sample card number or sample send card number.

Signature Length Requirements

The storage limit for the signature__v field on Calls, Medical Inquiries, and Medical Events is 32k. If an end user tries to save a signature that is too short or too long, an error message displays indicating the signature is not valid.

The captured signature must have at least three data points and be at least 100 pixels in length. For reference, a single straight line is two data points.

Considerations

If the enable_sample_distributed_by_sig__v Veeva Setting is enabled and the Company name is populated, the signature page displays the user's company name as the distributor when users capture a signature for sample products only.

The enable_sample_distributed_by_sig__v Veeva Setting does not apply to BRC products. For BRC products, the distributor is always the distributor__v field value from the BRC's product__v record.