Capturing an Order Signature
Users can capture an order signature on the order signature page. The signature is saved as a Base64 text string in the signature__v field on the order object.
Admins can optionally add company company information to display on the signature page, and a disclaimer message to display on the signed order.
Who can use this feature?
- iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Configuring Capturing Order Signatures for
End Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Navigate to Admin > User & Groups > Permission Sets.
- Select the appropriate permission set for the user profile.
- Select Objects > Order.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
order__v
CRED
All
- disclaimer__v
- request_receipt__v
- signature_date__v
- signature__v
Edit
- Place the signature_date__v field on the appropriate order__v layout.
Adding a Disclaimer Message as
Order Admins
To add disclaimer messages:
- Navigate to Business Admin > Objects > Veeva Settings > Global Veeva Settings.
- Set the order_disclaimer__vVeeva Setting to DISCLAIMER;;ORDER_MANAGEMENT.
- Navigate to Business Admin > Objects > Veeva Messages.
- Navigate to the DISCLAIMER;;ORDER_MANAGEMENT Veeva Message record.
- Select Edit from the all actions menu.
- Set the Active field to False.
- Select Save.
- Select Copy Record from the all actions menu.
- Enter the disclaimer message in the Text field on the copied record.
- Set the Active field to True.
- Select Save.
Adding Company Information as
Order Admins
To add company information:
- Navigate to Business Admin > Objects > Veeva Messages.
- Navigate to the COMPANY_FIELDS_FOR_PRINT;;ORDER_MANAGEMENT Veeva Message record.
- Select Edit from the All Actions menu.
- Deselect the Activecheck box.
- Select Save.
- Select Copy Record.
- Add company information in the Text field on the copied record in the following suggested format:
<table id='orgtbl' width='100%'> <tr><td><b>Company Name</b></td></tr> <tr><td><b>Address</b></td></tr> <tr><td><b>City</b></td></tr> <tr><td><b>State</b></td></tr> </table> - Select the Active check box.
- Select Save.
Capturing an Order Signature as
End Users
Selecting the Signature button on an order displays the order signature page. The company information and disclaimer display at the bottom of the order signature page. The customer can request a receipt when signing.
The signature is saved as a Base64 text string in the signature__v field on the order object. The current date is saved in the signature_date__v field on the order__v object.
