Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigQRCode.htm ## Capturing Remote Signatures for Sampling with QR Codes® QR Code® signature capture enables end users and HCPs to maintain physical distance and eliminates the need to share devices during face-to-face visits. End users generate a QR Code® from the call report. HCPs scan the QR Code® to display a signature capture screen, then provide a signature from their own device. **Who can use this feature?** * Business Admin Users - Browser * End Users - iPad, iPhone * [Generate a QR Code® for signature capture](#Generating) * [Review a signature](#Reviewing) * [Cancel a signature request](#Canceling) * HCPs - Browser * [Sign for samples](#Signing) * Users require an Engage license ### Considerations * Sample and BRC are the only product types supported for QR Code® signature capture. If any other type of product is selected for sampling on the call report, the QR Code® option does not display on the signature set up screen. * QR Code® signature capture is supported for person account calls, both with and without the Person Account Attendees section attribute, as well as [unique activity](../../../Call_Reporting_2/Executing/Activities/UniqueActivities.htm) child calls. QR Code® signature capture is not supported for standard group calls. ### Configuring QR Code® Signature Capture for [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#) To configure this feature: 1. Ensure [Configuring Call Sampling](../../../CallSampling/Config/ConfiguringCS.htm) is complete. 2. Navigate to **Admin > Users & Groups > Permission Sets**. 3. Select the permission set for the appropriate user profile. 4. Navigate to **Objects**. 5. Grant Edit field permission to the **signature\_captured\_qr\_code\_\_v** field on the following objects: * call2\_\_v * sample\_order\_transaction\_\_v * sample\_transaction\_\_v [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature: 1. Ensure [Configuring Call Sampling](../../../CallSampling/Config/ConfiguringCS.htm) is complete. 2. Navigate to **Admin > Users & Groups > Permission Sets**. 3. Select the permission set for the appropriate user profile. 4. Navigate to **Objects > Call**. 5. Grant Edit field permission to the **signature\_captured\_qr\_code\_\_v** field on the call2\_\_v object. ### Generating a QR Code® for Signature Capture as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) QR Code® is available as a signature method when there is at least one BRC or one sample-type product on the call report. To generate a QR Code® for signature capture: 1. Select the **Sign** button on the call report. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/GenerateStep2.PNG) 2. Select **QR Code®** on the signature set up screen. The signature set up screen only displays if there is more than one available signature capture method for the call report. If there is only one available signature capture method, it is automatically selected. 3. Select the appropriate signee from the **Signee** picklist for child calls on [unique activity group calls](../../../Call_Reporting_2/Executing/Activities/UniqueActivities.htm). 4. Select **Next**. A unique QR Code® displays on the end user's device. The end user must ask the HCP to scan the QR Code®. QR Codes® are single-use. A Request Expired error message displays to accounts if they attempt to open the same QR Code® twice. ### Signing for Samples as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)HCPs](#) To provide a signature: 1. Scan the **QR Code®** using their mobile device’s camera. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/SignAcctStep2.PNG)![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/SignSamplesStep2.PNG) 2. Review the account and sample details on the signature screen. 3. Select **Next**. 4. **Sign** in the signature box. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/SignStep4.PNG) 5. Select **Done**. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/SignStep6.PNG) 6. Select **Accept**. ### 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. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/SigCaptureConfirmation.PNG) The end user reviews the signature. To re-request a signature and generate a new QR Code®, select Request Again. When end users generate a new QR Code®, the signature and related fields are cleared. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/SIgReview.PNG) If the signature looks correct, select Accept. The signature page is locked and the signature\_captured\_qr\_code\_\_v field is stamped on the call2\_\_v, sample\_order\_transaction\_\_v, and sample\_transaction\_\_v records. Once end users accept an HCP signature for a call, they cannot generate a new QR Code® for the same call. ### 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. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/CancelSigRequest.PNG) The signature setup screen displays after cancellation is confirmed. A Request Expired message displays to the HCP. ![](../../../../Resources/Images/Multichannel/Engage/EWS QR Code/Updated/RequestExpired.PNG) The HCP cannot submit a signature for the call unless the end user selects another signature capture method or generates another QR Code®. ### 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) [Capturing Remote Signatures for BRC Samples During Engage Meetings](RemoteSig.htm)