1. Ensure Configuring Call Sampling is complete.
2. Ensure Requiring Sample Opt-In is configured.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the permission set for the appropriate user profile.
5. Navigate to Objects > Multichannel Consent.
6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   multichannel_consent__v	CRE	sample_consent__v	signature_captured_qr_code__v signature_captured_share_link__v	Read

1. Ensure Configuring Call Sampling is complete.
2. Ensure Requiring Sample Opt-In is configured.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the permission set for the appropriate user profile.
5. Navigate to Objects > Multichannel Consent.
6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   multichannel_consent__v	CRE	sample_consent__v	signature_captured_qr_code__v signature_captured_share_link__v	Edit

To capture a remote signature for sample opt-in:

1. Select the All Actions button on the Account Detail page.

   

2. Select Sample Opt In. Alternatively, select the Sample Opt-In warning displayed on the call report.

   

3. Select the appropriate Signature Method from the Signature Set Up screen.

   

4. Select Next.
5. Follow the prompts to complete Signature Set Up and share the link or QR Code^® with the HCP.

After selecting the appropriate option, end users must remain signed into Vault CRM until HCPs provide their signature.

HCPs receive the link from the application chosen by the sender, or by scanning the QR Code^® with their device. To provide a signature:

1. Select the link or scan the QR Code^® to display the signature capture screen in an internet browser. For more information on using QR Code^® signature capture, see Capturing Remote Signatures for Sampling with QR Codes®.

   

2. Review the opt-in details, consent message, and disclaimer.
3. Sign in the Signature box.
4. Select Accept. The signature page is locked and the signature is sent to the end user for review.

After HCPs submit their signatures, a confirmation message displays to the end user.

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 selects another signature capture method or generates another QR Code^®.