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Checking Electronic Signatures

Use the following procedure to check the signature associated with a call activity for samples that are dropped. This procedure assumes that the Signature record type is exposed as a related item on the Call Detail page. For more information about exposing related item information, see Customizing Related Item Layouts.

Access to the actual sample signature image is controlled so that only designated roles can access and view sample signature images. Only roles that are authorized to receive samples will be able to access and view signature images. For more information, see Authorizing Contacts to Receive Samples.

For more information about signatures, see About Electronic Signatures.

Before you begin. To check electronic signatures, your user role must include the Enable Basic Samples Operations privilege and you must be authorized to receive samples.

To check sample signatures

  1. On the Contacts Homepage, open the contact that you want.
  2. On the Contact Detail page in the Calls section, drill down on the Subject field to open the call activity record that you want.
  3. On the Call Detail page in the Signature section, drill down on the Title field to open the sample signature record that you want to view.

    NOTE: You cannot edit an existing signature record, or create a new signature record.

  4. On the Signature Detail Page, you can do the following:
    • Review the details of the signature.
    • Edit the signature record by attaching a file or removing a file from the record. For more information, see the Attachment field in the following table.
    • Retrieve and view any attachment file that has been associated with the signature record. For more information, see the Attachment field in the following table.

      The following table provides information regarding some of the fields on the Signature Detail page.

      Field

      Description

      Signature Header

      The Signature Header field displays the following information:

      • Contact Last Name. The last name of the recipient of the samples.
      • Contact First Name. The first name of the recipient of the samples.
      • Signature Date. The date that the samples were dropped and the date on which the authorized signature was captured.
      • Address. The address of the recipient who receives the samples.
      • Sales Rep First and Last Name. The first and last name of the sales representative who dropped the samples.

      Disclaimer Text

      The Disclaimer Text field displays the disclaimer text that is associated with the dropped samples. You cannot access or edit the disclaimer text.

      Signature Control

      Click this button to access the signature image, which displays the following information:

      • Sample Signature System ID. The unique identifier associated with the sample signature.
      • Activity ID. The unique identifier of the call activity record with which the sample signature is associated.
      • Call Date. The date that the samples were dropped and the date on which the authorized signature was captured.
      • Disclaimer Text. The disclaimer text associated with the dropped samples.

      NOTE: Your user role must include the Signature privilege to open and view the signature captured when samples were dropped. If you have not been granted the Signature privilege, then the Signature Control button is disabled.

      Attachment

      If this field is displayed on the page, then you can attach a file to the sample transaction record. The field initially shows a paper clip icon on the record Edit page:

      Attachment

      You can attach a file to the sample transaction record by clicking the paper clip icon on the record Edit page and then selecting the file that you want to upload.

      After the file is uploaded and the record is saved, the Attachment field on the record Detail page shows the name and size of the attachment file. On the record Edit page, the field also shows the paper clip icon and an X icon that can be used to remove the file. For information on attaching files to records, using the Attachment field, and information about the restrictions on file sizes and file types, see Attaching Files to Records through Attachment Fields.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.