Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigMI.htm

## Capturing Remote Signatures for Medical Inquiry During Engage Meetings

End users can capture an HCP's signature before submitting a Medical Inquiry even though the transaction is remote. Requiring an HCP to review and acknowledge the Medical Inquiry content can reduce or eliminate inaccurate requests.

**Who can use this feature?**

* Business Admin Users - Browser
* End Users - iPad, iPhone
* [Capture a remote signature for a medical inquiry during an Engage meeting](#Capturing)
* [Review a signature](#Reviewing)
* [Cancel a signature request](#Canceling)
* HCPs - Browser
* [Sign for a medical inquiry](#Signing)
* Users require an Engage license

### Considerations for Capturing Remote Signatures for Medical Inquiry During Engage Meetings

* HCPs are able to receive signature requests on the Web Client, iPad, iPhone, and Android Engage apps for HCPs
* Attendees joining via the Web Client must use Chrome, Firefox, Safari, or Edge Chromium

### Configuring Remote Signatures for Medical Inquiry During Engage Meetings for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure the following are complete:
   * [Configuring Call Reporting](../../../Call_Reporting_2/ConfiguringCR.htm)
   * [Configuring Medical Inquiries](../../../Medical_Inquiries/Configuring_Medical_Inquiries.htm)
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 |

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following are complete:
   * [Configuring Call Reporting](../../../Call_Reporting_2/ConfiguringCR.htm)
   * [Configuring Medical Inquiries](../../../Medical_Inquiries/Configuring_Medical_Inquiries.htm)
   * [Configuring Engage Meeting](../ConfiguringEngage/ConfigureEngageMeeting.htm)
   * [Displaying Country-Specific Disclaimers](../../../CallSampling/SignatureCapture/CountrySpecific.htm), 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 |

### Capturing a Remote Signature for a Medical Inquiry During an Engage Meeting as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To capture a remote signature:

1. Schedule and start an Engage meeting. See [Scheduling and Starting an Engage Meeting](../Meet/ScheduleEngageMeeting.htm) 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](../../../CallSampling/SignatureCapture/CountrySpecific.htm) 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.

   ![](../../../../Resources/Images/Multichannel/Engage/EngageeMeeting/MIRemoteSig2.png)

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

### Signing for a Medical Inquiry as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)HCPs](#)

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.

### Reviewing a Signature as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

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.

### Canceling a Signature Request as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

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.

### Considerations

* HCPs are able to receive signature requests on the Web Client, iPad, iPhone, and Android Engage apps for HCPs
* Attendees joining via the Web Client must use Chrome, Firefox, Safari, or Edge Chromium
* Displaying a marketing banners on the signature set setup screen is not supported.

### Related Topics

[Capturing Remote Signatures for BRC Samples Using Share Link (Sign Now)](RemoteSigSampling.htm)

[Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later)](RemoteSigAsync.htm)