e-Signature

This section describes the eSignature settings. Electronic signatures may be applied in all TI room types. However, we normally would expect this to be done prior to a document being submitted to the eTMF. Trial Interactive has a native electronic signature called TI Sign but your Trial Interactive rooms can also be configured to work with other electronic signature software.

1. The e-signature vendor available to the user is determined by the vendor selected by your organization.
   
   
   

• Click the Use E-Signature dropdown to select the vendor. Refer to the screenshot below:
  
  
  

When e-signing a document, e-signers must specify the reasons for approving or declining it. Administrators can configure the available reasons for e-signature from this section.

Adding a Reason

To add a Reason:

1. Click Add to create new reasons. The Create Reasons pop-up window is displayed.
   
   
   
   
   
   

Deleting a Reason

To delete a Reason:

1. Select the category and click Delete from the top ribbon.
   
   
   
2. A Delete Item Confirmation pop-up window is displayed.
   
   
   
3. Click Yes if the user wants to delete the question level.

Editing a Reason

To edit a Reason:

1. Select the category and click Edit from the top ribbon. You can also double-click the question level to edit.
   
   
   
2. The Edit Reason pop-up window is displayed. Edit the details as required and click Save.
   
   
   
   
   
   

The purpose of the e-signature is an additional text to display on the top of the send-to-e-signature form. Refer to the screenshot below:

Steps to follow:

1. In the Right Panel, the user can write/edit the Purpose of the e-signature.
   
   
   
2. Click Save.

The Change Log option, located at the bottom right of the screen, displays a record of the Purpose of the Signature. It includes columns for Item Name, New Value, Old Value, Updated By, and Updated On (with the timestamp) and Close button.

Ensure to click Save to apply and retain any changes.