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            Define a Signature

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            Define a Signature

            After you create a signature trail, define signature details such as the order of designated verifiers and whether designated verifiers belong to a user group or have a specific participant role. You also set the text for the pre- and post-signing reasons.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To create digital verification setup records:

            Health Cloud Advanced Therapy Orchestration permission set

            OR

            Chain of Custody User permission set
            1. From the App Launcher, find and select Digital Verification Setup Details, and then click New.
            2. In Digital Verification Setup, select the signature trail to which this signature belongs.
            3. In Designated Verifier, select Group or Participant Role. Then select a user group or participant role. Any user in the group or with this role can sign the record when it’s ready for signing. Leave blank to assign a specific user at runtime.
            4. In Pre-Verification, enter the message that verifiers see before they sign.
            5. In Post-Verification, enter the message that verifiers see after they sign.
            6. In Verifier Rank, select the order of this verifier in the signature trail.
              For example, select First Verifier if this verifier must sign first. Verifier Rank is required for both the sequential and parallel verification processes.
            7. Save your changes.
             
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