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

## Capturing Remote Signatures for Sample Opt-In Using Share Link and QR Code®

For convenience during remote meetings and to accommodate any restrictions on in-person meetings, users can capture signatures for sample opt-in using Share Link or QR Codes®. Capturing sample opt-in signatures enables users to remotely continue sample disbursements, even when they do not have face-to-face interactions with HCPs.

**Who can use this feature?**

* Business Admin Users - Browser
* End Users - iPad
* [Capture a remote signature for sample opt-in](#Capturing)
* [Review a remote signature for sample opt-in](#Reviewing)
* [Cancel a signature request](#Canceling)
* HCPs - Browser
* [Sign for sample opt-in](#Signing)
* Users require an Engage license

### Configuring Remote Signatures for Sample Opt-In for

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

1. Ensure [Configuring Call Sampling](../../../CallSampling/Config/ConfiguringCS.htm) is complete.
2. Ensure [Requiring Sample Opt-In](../../../CallSampling/CaptSigforSampling/SampleOptIn.htm) 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 |

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

1. Ensure [Configuring Call Sampling](../../../CallSampling/Config/ConfiguringCS.htm) is complete.
2. Ensure [Requiring Sample Opt-In](../../../CallSampling/CaptSigforSampling/SampleOptIn.htm) 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 |

### Capturing a Remote Signature for Sample Opt-In as

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

To capture a remote signature for sample opt-in:

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

   ![](../../../../Resources/Images/SampleManagement/Advanced/RemoteSampleOptIn/SampleOptInNotification.PNG)
2. Select **Sample Opt In**. Alternatively, select the Sample Opt-In warning displayed on the call report.

   ![](../../../../Resources/Images/SampleManagement/Advanced/RemoteSampleOptIn/CallReportOptIn.PNG)
3. Select the appropriate **Signature Method** from the Signature Set Up screen.

   ![](../../../../Resources/Images/SampleManagement/Advanced/RemoteSampleOptIn/SigSetupShareLink.PNG)
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.

### Signing for Sample Opt-In as

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

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®](RemoteSigQRCode.htm).

   ![](../../../../Resources/Images/SampleManagement/Advanced/RemoteSampleOptIn/SigCapScreenHCP.png)
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.

### Reviewing a Remote Signature for Sample Opt-In as

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

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

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

### Considerations

Displaying a marketing banners on the signature set setup screen is not supported.

### Related Topics

[Capturing Remote Signatures for BRC Samples During Engage Meetings](RemoteSig.htm)

[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)