Requiring Signatures on Opt-Out
By default, signatures are required when HCPs provide opt-in consent on mobile devices and paper consent IDs are required online. Customers can also require signatures and paper consent IDs for opt-out consent to ensure HCPs confirm every consent change.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users do not require an additional license
- Business Admin Users, End Users, HCPs
Configuring Required Signatures on Opt-Out for

To configure required signatures on opt-out for business admins:
- Ensure Configuring Consent Capture is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects.
- Grant Edit field permission to the signature_required_on_out_out__v field on the consent_header__v object.
- Navigate to Admin > Configuration > Objects > Consent Header > Layouts.
- Add the signature_required_on_opt_out__v field to the layout for the consent_header_default__v object type on the consent_header__v object.

To configure required signatures on opt-out for end users:
- Ensure Configuring Consent Capture is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the permission set for the appropriate user profile.
- Navigate to Objects.
- Grant Read field permission to the signature_required_on_opt_out__v field on the consent_header__v object.
Requiring Signatures on Opt-Out as

- Navigate to Business Admin > Objects > Consent Headers.
- Select the consent_header__v record for the appropriate country.
- Set the consent_header_status__v field to Inactive or Staged to allow edits to the record.
- Select Edit on the record again.
- Select the signature_required_on_opt_out__v check box.
- Set the consent_header_status__v field to Active or Staged:
- Active — displays consent channels and lines on the Consent Capture screen and prevents further editing
- Staged — hides the consent records from end users while allowing consent admins to review how the Consent Capture screen displays
- Select Save.
Capturing Opt-Out Consent with Required Signatures as

After granting opt-out consent, HCP must provide a signature to confirm they want to opt out of the selected consent types or lines.