Create a signature configuration

As a study administrator, create a signature configuration to allow sites to sign off at the form and or visit level using custom affidavits.

Before performing this task, see About signature configurations to understand the specifics of creating a signature configuration.

To create a signature configuration:

1. Open the study settings.
2. Click the Signature Configuration tab.
3. On the top left, select a specific mode:
   • Production Mode
   • Testing Mode
   • Training Mode
4. Click Create Signature Configuration.
5. In the Create Signature Configuration dialog, fill in the following fields, and click Create.

   Option	Description
   Title	The title of the signature configuration, for example, Adverse Event Signature
   Required by (One of the Following Roles)	The custom role(s) required for the signature configuration Note: If more than one role is specified, any user with any of the specified roles can sign.
   Affidavit	The affidavit description selected for the signature configuration
   Required on	The form or visit the signature is required on depending on your radio button selection.
   Only Required in Following Visits	Set the toggle to On to include only the visits you would like the signature to be required for. For example, Adverse Event Visit. Note: This configuration is available if only one form is selected and the Required on radio button is set to Forms.
   Trigger Signature Request with the Response to a Question	Set the toggle to On to choose the choice question and response you would like to trigger a signature request. Note: This configuration is available if only one form is selected and the Required on radio button is set to Forms.
   Set Target Date	Set the toggle to On to specify the number of days after the Start or Completion visit, or the selected form or visit.
   Send Reminder Through Email	Set the toggle to On to receive email notifications regarding an overdue signature at sites you are assigned to. Note: You must be assigned the Receive the Pending Signatures Notification permission to receive these email notifications.