Print      Open PDF Version of Online Help

Checking Electronic Signatures

Use the following procedure to check the signature associated with a call activity for samples that are dropped. This procedure assumes that the Signature record type is exposed as a related item on the Call Detail page. For more information about exposing related item information, see Customizing Related Item Layouts.

Access to the actual sample signature image is controlled so that only designated roles can access and view sample signature images. Only roles that are assigned the Signature privilege will be able to access and view signature images.

For more information about signatures, see About Electronic Signatures.

Before you begin. To check electronic signatures, your user role must include the Enable Basic Samples Operations privilege and (if required) the Signature privilege.

To check sample signatures

1. On the Contacts Homepage, open the contact that you want.
2. On the Contact Detail page in the Calls section, drill down on the Subject field to open the call activity record that you want.
3. On the Call Detail page in the Signature section, drill down on the Title field to open the sample signature record that you want to view.

   NOTE: You cannot edit an existing signature record, or create a new signature record.

4. On the Signature Detail Page, you can review the details of the signature.

   The following table provides information regarding some of the fields on the Signature Detail page.

   Field	Description
   Signature Header	The Signature Header field displays the following information: Contact Last Name. The last name of the recipient of the samples. Contact First Name. The first name of the recipient of the samples. Signature Date. The date that the samples were dropped and the date on which the authorized signature was captured. Address. The address of the recipient who receives the samples. Sales Rep First and Last Name. The first and last name of the sales representative who dropped the samples.
   Disclaimer Text	The Disclaimer Text field displays the disclaimer text that is associated with the dropped samples. You cannot access or edit the disclaimer text.
   Signature Control	Click this button to access the signature image, which displays the following information: Sample Signature System ID. The unique identifier associated with the sample signature. Activity ID. The unique identifier of the call activity record with which the sample signature is associated. Call Date. The date that the samples were dropped and the date on which the authorized signature was captured. Disclaimer Text. The disclaimer text associated with the dropped samples. NOTE: Your user role must include the Signature privilege to open and view the signature captured when samples were dropped. If you have not been granted the Signature privilege, then the Signature Control button is disabled.