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            Set Up Electronic Signatures

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            1. Salesforce Help
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            3. Administer Life Sciences Cloud

            Set Up Electronic Signatures

            Set up the Digital Verifications feature to manage electronic signatures in Salesforce rather than in a 3rd-party application.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To set up and manage electronic signatures:

            Health Cloud Advanced Therapy Orchestration permission set

            OR

            Chain of Custody User permission set
            To create, edit, and activate a decision table: System Administrator profile
            To open, edit, or create a flow in Flow Builder: Manage Flow
            To read, create, update, or delete connected apps:

            Customize Application

            AND

            Modify All Data OR Manage Connected Apps
            To edit the settings:

            Customize Application

            AND

            Manage Auth. Providers
            To create, edit, or delete named credentials:

            Manage Named Credentials

            OR

            Customize Applications
            1. Add users to a user group or assign them a participant role. Any user in the group or with this role can sign a record that’s ready for signing if the group or role is a designated verifier.
            2. Create a signature trail.
            3. Define signature details such as the designated verifiers.
            4. To validate the signers’ CRM user credentials, such as username, password, and client Id, create a connected app, an authentication provider, and a named credential.
              Important
              Important Connected apps creation is restricted as of Spring ‘26. You can continue to use existing connected apps during and after Spring ‘26. However, we recommend using external client apps instead. If you must continue creating connected apps, contact Salesforce Support. See New connected apps can no longer be created in Spring ‘26 for more details.
              1. Create a connected app to act as an OAuth client that performs the validation.
              2. Create an authentication provider that stores authentication details such as the consumer key and secret, and authorization endpoints.
              3. Create a named credential that references the authentication provider.
                See Create a Named Credential.
                Note
                Note When creating a named credential for Advanced Therapy Management select New Legacy.
              4. In Setup, go to the Advanced Therapy Management Settings page, and then set the named credential record ID for digital verification.
              5. In Setup, go to the OAuth and OpenID Connect Settings page, and then enable Allow OAuth Username-Password Flows.
            5. Configure a decision table that stores digital verification setup information such as the required number of electronic signatures and the verification process type.
            6. Create digital verification records automatically with a new flow or by overriding a managed flow that creates or updates the related reference records. You can also create a subflow to confirm that all signatures on a trail are complete.
            7. Add the Digital Verification List component to the Home page or a record page such as the Care Program Enrollee record page.
             
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