Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderProcessing/CaptureSignature.htm

## 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 information to display on the signature page, and a disclaimer message to display on the signed order.

**Who can use this feature?**

* End Users - iPad, Windows
* [Capturing an Order Signature](#Capturin)
* Order Admins - Browser
* [Adding a Disclaimer Message](#Adding)
* [Adding Company Information](#Adding2)
* Users do not require an additional license

### Configuring Capturing Order Signatures for

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

To configure this feature:

1. Ensure [Configuring Order Management](../OM_Config.htm) is complete.
2. Navigate to **Admin > User & Groups > Permission Sets**.
3. Select the appropriate permission set for the user profile.
4. Select **Objects > Order**.
5. 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 |
6. Place the **signature\_date\_\_v** field on the appropriate order\_\_v layout.

### Adding a Disclaimer Message as

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

To add disclaimer messages:

1. Navigate to **Business Admin > Objects > Veeva Settings > Global Veeva Settings**.
2. Set the **order\_disclaimer\_\_v**Veeva Setting to DISCLAIMER;;ORDER\_MANAGEMENT.
3. Navigate to **Business Admin > Objects > Veeva Messages**.
4. Navigate to the **DISCLAIMER;;ORDER\_MANAGEMENT** Veeva Message record.
5. Select **Edit** from the all actions menu.
6. Set the **Active** field to False.
7. Select **Save**.
8. Select **Copy Record** from the all actions menu.
9. Enter the disclaimer message in the Text field on the copied record.
10. Set the **Active** field to True.
11. Select **Save**.

### Adding Company Information as

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

To add company information:

1. Navigate to **Business Admin > Objects > Veeva Messages**.
2. Navigate to the **COMPANY\_FIELDS\_FOR\_PRINT;;ORDER\_MANAGEMENT** Veeva Message record.
3. Select **Edit** from the All Actions menu.
4. Deselect the **Active**checkbox.
5. Select **Save**.
6. Select **Copy Record**.
7. 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>
8. Select the **Active** checkbox.
9. Select **Save**.

### Capturing an Order Signature as

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

### Related Topics

[Managing an Order](ManagingOrders.htm)

[Order Processing Overview](OrderProcessOverview.htm)