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Overview of implementing electronic signatures

To implement electronic signatures:

  1. Decide which forms require signatures and which users will be authorized to sign.
  2. Create the text of a signing affidavit. For more information, see Creating the text of a signing affidavit.
  3. Create one or more signature groups with signing affidavits by using the SIGNATUREGROUP tag. Each signature group must have a CRF affidavit, a Case Book affidavit, or both. For more information, see Creating a signature group.
  4. Assign users to those groups. For more information, see Creating a signature group.
  5. Use the SIGNCRF tag to associate each form that requires signature with the appropriate signature group. For more information, see Associating a form with a signature group.
  6. Install the XML definitions for signature groups and SIGNCRF tags in the InForm application database by using the MedML Installer.
  7. Optionally, use the ViewCRFSignList configuration variable to specify whether you want a list of needed and supplied signatures to be displayed on each CRF for which a signature is required. For more information, see Displaying a required signature list on a CRF.

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