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?
- Business Admin Users - Browser
- Requiring signatures on opt-out
- End Users - Browser, iPad, iPhone, Windows (Beta)
- HCPs - Browser, iPad, iPhone, Windows (Beta)
- Grant opt-out consent with required signatures
- Users do not require an additional license
Configuring Required Signatures on Opt-Out for
All Users
To configure required signatures on opt-out, ensure Configuring Consent Capture is complete.
Requiring Signatures on Opt-Out as
Business Admin Users
- 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.
Granting Opt-Out Consent with Required Signatures as
HCPs
After granting opt-out consent, HCP must provide a signature to confirm they want to opt out of the selected consent types or lines.
