To configure this feature:

1. Ensure the following are complete:
   • Configuring Call Reporting
   • Configuring Medical Inquiries
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects > Medical Inquiry.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   medical_inquiry__v	CRE	n/a	signature_captured_remotely__v remote_signature_attendee_name__v	Read

To configure this feature:

1. Ensure the following are complete:
   • Configuring Call Reporting
   • Configuring Medical Inquiries
   • Configuring Engage Meeting
   • Displaying Country-Specific Disclaimers, to display disclaimer text on the signature page based on the account's country
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects > Medical Inquiry.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   medical_inquiry__v	CRE	n/a	signature_captured_remotely__v remote_signature_attendee_name__v	Edit

To capture a remote signature:

1. Schedule and start an Engage meeting. See Scheduling and Starting an Engage Meeting for more information.
2. Select Create Medical Inquiry from the All Actions menu on the call report.
3. Complete the Medical Inquiry information.
4. Select the All Actions button from the Medical Inquiry.
5. Select Sign.
6. Use the Language picklist to select the disclaimer text language. This picklist only displays if Displaying Country-Specific Disclaimers is enabled.

7. Select Remote as the Signature Method.

8. Select Next.

9. Select the appropriate attendee's device if multiple attendees joined using the same Engage meeting ID as the account. If there is only one device, the list does not display. The signature request is sent to the signee’s device.

   

A Signature Request Failed error message displays if using an unsupported browser.

To provide a signature:

1. Review the Medical Inquiry information captured.
2. Select Request Receipt if an email receipt is desired.
3. Select Next.
4. Sign in the Signature box.
5. Select Accept. The signature page is locked and the signature is sent to the end user for review.

Once the HCP signs and accepts the signature, a confirmation message displays to the end user indicating receipt of the HCP’s signature. When the end user selects Accept, the call report displays.

Once the HCP signs and accepts the signature, a confirmation message displays to the end user.

The end user reviews the signature. To re-request a signature and generate a new QR Code^®, select Request Again.

If the signature looks correct, select Accept. The signature page is locked, and the signature_captured_remotely__v and remote_signature_attendee_name__v fields are stamped on the medical_inquiry__v record.

To cancel a signature request before the HCP signs, select Cancel and then Cancel Request. Once the HCP signature is captured, end users cannot cancel a request.

The signature setup screen displays after cancellation is confirmed. A Request Expired message displays to the HCP.

The HCP cannot submit a signature for the call unless the end user sends another signature request.