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
From the App Launcher, find and select Digital Verification Setups,
and then click New.
Enter a name for the signature trail.
For the Reference Object API Name, select the object to which this trail applies.
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.
For the Verification Type, select the number of required signatures.
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.
Save your changes.
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