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            Set Up Remote Signatures

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            1. Salesforce Help
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            3. Administer Life Sciences Cloud

            Set Up Remote Signatures

            Enable your field reps to capture signatures from healthcare professionals (HCPs) during remote visits. Hosts can trigger requests to capture signatures for direct-to-practitioner products, samples, product discussions, or consent.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create, edit, and delete email templates: Life Sciences Commercial Admin permission set

            With remote signatures for products, meeting hosts can capture electronic signatures for the direct-to-practitioner products, samples, or product discussions that are added to the visit. When sales reps request signatures during the remote session, HCPs can review the added products and sign directly in their browser window.

            With remote signatures for consent, sales reps can access the consent page and request signatures during remote sessions. HCPs receive notifications in their browser. Then, they can review the consent topics, opt in or opt out, and provide an electronic signature without leaving the visit.

            1. Enable hosts to capture signatures during remote visits.
              1. From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
              2. Select Remote Engagement, and then select Twilio Settings.
              3. To enable hosts to capture signatures for direct-to-practitioner products, samples, or product discussions, select Remote signatures.
                Make sure that your org is set up for product management.
              4. To enable hosts to capture signatures for consent, select Remote consent.
                Make sure that your org is set up for consent management.
              5. Save your changes.
            2. Set the signature requirements for the products that you want to capture signatures for.
              1. From the App Launcher, find and select Life Sciences Commercial, and then select Products.
              2. Select Product Hierarchy.
              3. Select the product that you want to capture signatures for, and then select Edit.
              4. Set the Signature Requirement Level to Optional or Mandatory.
                If you don’t see the Signature Requirement Level field, add it to the page layout for Life Science Marketable Product.
              5. Save your changes.
            3. Make sure that products are assigned to the appropriate territories for your sales reps so that they can capture signatures for those products.
              1. From the App Launcher, find and select Life Sciences Commercial, and then select Products.
              2. Select Product Alignment.
              3. Verify the territory alignments for your products.
            4. If needed, set up confirmation emails to send personalized follow-ups after capturing HCP signatures.
             
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