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          Create a Signature Trail

          Create a Signature Trail

          Create a signature trail that sets the number of required signatures and determines if designated verifiers must sign the records in a specific order. After you create the trail, configure the signature details.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

          User Permissions Needed
          To create signature trails:

          Health Cloud Advanced Therapy Orchestration permission set

          OR

          Chain of Custody User permission set

          1. From the App Launcher, find and select Digital Verification Setups, and then click New.
          2. Enter a name for the signature trail.
          3. For the Reference Object API Name, select the object to which this trail applies.
          4. For the Verification Process Type, select Sequential if the designated verifiers must sign in a specific order or Parallel if the designated verifiers don't need to sign in a specific order.
          5. For the Verification Type, select the number of required signatures.
          6. For Record Action Type, select Create to create the signature trail when the reference record is created or select Edit to create the signature trail when the reference record is updated.
          7. Save your changes.
           
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          Salesforce Help | Article