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Capturing a Signature

With signature control, users can capture signatures for samples disbursement.

To capture a signature

1. Navigate to the Activities screen, then the Contact Call Detail view.

   Alternatively, navigate to the Activities screen, then the Accounts Contacts Call detail view.

2. Select a sample from Samples Dropped.

   NOTE:  You will need to pre-record the sample drops if the signature needs to be captured from contact. Signatures for Samples can be captured only for contacts valid to receive and sign for samples.

3. Click Detail to open the PCD Viewer.

   The PCD viewer auto-loads the optimal set of messaging plans for each customer interaction.

4. Click Sign from the PCD Viewer toolbar.

   NOTE:  The Sign button in the PCD viewer will only be visible if there is at least one sample drop record in the samples dropped applet in call detail view.

5. In the Signature Component, a white space is reserved for a signature. Sign within the white space reserved for the signature.

   If the validation for Signature Capture fails, an error message is displayed. Update the call data as directed by the error message, and then click Sign to try capturing the signature again. Once you successfully save the signature, you return to the Contact Call view.

   For additional information about signature validation, see Configuring Signature Capture.

6. Save to save the signature.