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Remaking Electronic Signatures


The sales representative can create an updated sample receipt and signature in the event that the original call information was incorrect.

For example, if Dr. Smith mistakenly signs for the receipt of samples on a request form having a different physician's name (such Dr. Jones), then the sample form is inaccurate. In this example, the sales representative must change the name on the original call to the correct physician (Dr. Smith) and have Dr. Smith sign again.

Using the Remake Receipt button, the sales representative can capture a second signature on the corrected sample form. The Pharma application automatically tracks the appropriate audit trail information required by the FDA and similar agencies in other countries in the remake receipt functionality.

This task is a step in Process of Recording Calls.

To remake a receipt

  1. Display the submitted call in the Contact Call Detail view, for example, in one of the following ways:
    • Navigate to the Activities screen > Activities List view, and drill down on the contact call activity.
    • Navigate to the Contacts screen > Contacts List view, drill down on a contact, click the Calls view tab, and drill down on the call.
    • Navigate to the Activities screen > Activities List view, drill down on a planned account call activity, and drill down on the Attendee's name.
    • Navigate to the Accounts screen > Accounts List view, drill down on an account, click the Calls view tab, and drill down on the Attendee's name.
  2. Click Remake Receipt.
  3. Edit the name and address fields for the professional.
  4. Click Sign.
  5. Obtain the professional's signature and click Save.
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