Modifying the Signature Disclaimer
The signature page displays a disclaimer to the signing account. This content is often recommended or required. Administrators can modify disclaimer text to add custom notices that specifically meet their organizations’ needs, and change the placement of the disclaimer on the signature page. These customizations are applied to the call report signature pages for end users.
Who can use this feature?
- End Users — iPad, iPhone
- Viewing Disclaimer Text
- Users do not require an additional license
Configuring the Signature Disclaimer for
End Users
To configure this feature, ensure Configuring Call Sampling is complete. To meet the specific needs of their organizations, business admins can optionally add or modify signature disclaimer text and placement.
Editing the Disclaimer Text
To add or edit the disclaimer text:
-
Navigate to Business Admin > Objects > Veeva Messages.
- Select the appropriate Veeva Message:
- DISCLAIMER - for call details and sample disbursements
- DISCLAIMER_DETAIL_ONLY - for call details only (no samples)
- DISCLAIMER_CALL_ACK - for call acknowledgments only (no samples or details are selected for the call)
-
Edit the Text field on the appropriate Veeva Message to contain the desired disclaimer text.
Changing the Disclaimer Placement
Disclaimer text displays after the signature box, by default. However, organization policies or legal requirements may require users to present the disclaimer before the signing account gives a signature. The disclaimer can be configured to display before the signature box, to ensure users meet this requirement when capturing signatures.
To display the disclaimer text before the signature box:
-
Navigate to Business Admin > Objects > Veeva Settings.
-
Select the check box for the position_disclaimer_above_signature__v Veeva Setting.
Viewing Disclaimer Text as
End Users
Disclaimer text displays below the signature field, by default. If the Position Disclaimer Above Signature Veeva Settings is enabled, the disclaimer displays above the signature fields. Disclaimer text may be up to 5,000 characters in length.
If the disclaimer text does not fit on the signature page, an ellipsis and an information icon are appended to the truncated text. Select the information icon to view the full length of the disclaimer text in a popup window.
