Modifying the Signature Disclaimer
The signature page displays a disclaimer to the signing account. This content is often recommended or required by a medical or pharmaceutical provider's legal department. 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.
Validation Disclaimer
Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone, Windows Users
- Users do not require an additional license
- Business Admin Users, End Users
Configuring the Signature Disclaimer for
All Users
To configure this feature, ensure Configuring Call Sampling is complete.
Modifying the Signature Disclaimer as
Business Admin Users
The content of signature disclaimers varies depending on organization policies and legal requirements. To meet the specific needs of their organizations, business admins can add or modify signature disclaimer text and placement. View the following sections for details:
Editing the Disclaimer Text
To add or edit the disclaimer text:
-
Navigate to the Veeva Messages object.
- 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, 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. 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.
