Question:
How to provide e-Signatures in PromoMats and Medical?
Answer:
For some workflows, completion of a particular task or selection of a verdict requires an electronic signature.
This is done by entering the user's login credentials (either username and password, or by signing in through their company's single sign-on) for the Vault.
In some cases, users also need to select a "capacity" to accompany the e-Signature. This indicates why or in what context it is being signed.
To complete an e-Signature, these are the general steps to follow:
- From the Home tab, click My Tasks.
- Click the document that the user wants to electronically sign.
- Click Complete and complete any required fields.
- Enter User Name and Password.
Due to compliance reasons, Vault does not allow saving passwords. For eSignatures, it is still necessary to enter a password even if users have it stored in their browser or in a password manager.
Related Documentation:
Knowledge Base: How to View an e-Signature on a Document in PromoMats and Medical?
Vault Help: Accepting & Completing Document Workflow Tasks