To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Select the Objects tab.
5. Grant the following permissions:

   Objects	Object Types	Object Permissions	Fields	Field Permissions
   approved_document__v	email_receipt__v	Edit	created_by__v created_date__v modified_by__v modified_date__v	Read
   multichannel_consent__v	n/a	n/a	created_by__v created_date__v modified_by__v modified_date__v receipt_email__v receipt_sent_email__v receipt_sent_email_transaction_id__v	Read
   multichannel_route__v	email_receipt__v	Read	approved_document__v country__v created_by__v created_date__v default__v language__v modified_by__v modified_date__v object__v record_type_name__v vexternal_id__v	Read

To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects.
5. Grant the following permissions:

   Objects	Object Types	Object Permissions	Fields	Field Permissions
   approved_document__v	email_receipt__v	Read	n/a	n/a
   consent_header__v	consent_header_default__v	Edit	request_receipt__v	Edit
   multichannel_consent__v	n/a	n/a	receipt_email__v receipt_sent_email__v receipt_sent_email_transaction_id__v	Edit
   multichannel_route__v	email_receipt__v	Read	approved_document__v country__v default__v language__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	n/a	n/a	receipt_entity_type__v	Edit

6. Navigate to Admin > Configuration > Objects > Sent Email > Object Types > Email Receipt (email_receipt__v).
7. Select the Receipt Entity Type (receipt_entity_type__v) field.
8. Select Edit.
9. Move Multichannel_Consent to the Selected Values list in the Picklist values section.
10. Select Save.

To enable sending Consent Capture receipts with Approved Email:

1. Navigate to Admin > Configuration > Objects > Consent Header > Layouts.
2. Add the request_receipt__v field to the consent_header__v layout.
3. Navigate to Business Admin > Objects > VMobile Object Configurations (vmobile_object_configuration__v).
4. Enable a Full Sync VMOC for the multichannel_route__v object for the appropriate platforms.
5. Navigate to Business Admin > Objects > Approved Email Settings > Global Approved Email Settings.
6. Populate the Enable Approved Email Receipts Approved Email setting with a value of 1.
7. Navigate to Business Admin > Objects > Consent Headers.
8. Select the appropriate consent_header__v record.
9. Set the consent_header_status__v field to Inactive or Staged to allow edits to the record.
10. Select Edit on the consent_header__v record again.

11. Set the consent_header_status__v field to Active or Staged:

    • Active — displays consent channels and lines on the Consent Capture screen and prevents further editing
    • Staged — hides the consent records from end users while allowing consent admins to review how the Consent Capture screen displays
12. Select Save.

Business admins should create a multichannel_route__v record with the email_receipt__v object type to define the receipt template for each consent_header__v record. Enter the following information:

• country__v = country__v on the appropriate consent_header__v record
• language__v = language__v on the appropriate consent_header__v record
• object__v = multichannel_consent__v
• approved_document__v = approved_document__v record with the email_receipt__v object type and status__v is either Approved or Staged

Leave the record_type_name__v field empty.

Additionally, select the default__v checkbox to use this multichannel_route__v record when a consent_header__v record does not have a multichannel_route__v record with a matching language__v field.

Using the Appropriate Multichannel Route Record

If there are multiple multichannel_route__v records with the email_receipt__v object type for the same country, the following logic determines which record is used:

• The multichannel_route__v record matching the consent header’s language
• If one does not exist, the record matching the account’s language is used
• If one does not exist, the record matching the user’s language is used
• If one does not exist, the default record is used

Business admins can enable custom sharing rules for the country__v field on the multichannel_route__v object for Vaults with end users in different countries using the same language. This allows users to sync only the records for their respective countries and prevents the selection of a record with the matching language but the incorrect country.

To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Select the Objects tab.

5. Grant the following permissions:

   Objects	Object Permissions	Object Types	Fields	Field Permissions
   multichannel_consent__v	R	n/a	created_by__v created_date__v modified_by__v modified_date__v receipt_email__v receipt_sent_email__v receipt_sent_email_transaction_id__v	Read
   multichannel_route__v	R	email_receipt__v	country__v created_by__v created_date__v default__v language__v modified_by__v modified_date__v object__v record_type_name__v vexternal_id__v	Read

6. Navigate to Admin > Configuration > Objects > Consent Header > Layouts.
7. Add the request_receipt__v field to the consent_header__v layout.

To configure this feature:

1. Ensure Configuring Consent Capture is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Navigate to Objects.

5. Grant the following permissions:

   Objects	Object Permissions	Object Types	Fields	Field Permissions
   approved_document__v	R	email_receipt__v	n/a	n/a
   consent_header__v	RE	consent_header_default__v	request_receipt__v	Edit
   multichannel_consent__v	RE	n/a	receipt_email__v receipt_sent_email__v receipt_sent_email_transaction_id__v	Edit
   multichannel_route__v	R	email_receipt__v	country__v default__v language__v object__v record_type_name__v vexternal_id__v	Read
   sent_email__v	RE	n/a	receipt_entity_type__v	Edit

6. Navigate to Admin > Configuration > Objects > Sent Email > Object Types > Email Receipt (email_receipt__v).
7. Select the Receipt Entity Type (receipt_entity_type__v) field.
8. Select Edit.
9. Move Multichannel_Consent to the Selected Values list in the Picklist values section.
10. Select Save.

To enable sending Consent Capture receipts with Approved Email:

1. Navigate to Business Admin > Objects > VMobile Object Configurations (vmobile_object_configuration__v).
2. Enable a Full Sync VMOC for the multichannel_route__v object for the appropriate platforms.
3. Navigate to Business Admin > Objects > Approved Email Settings > Global Approved Email Settings.
4. Populate the Enable Approved Email Receipts Approved Email setting with a value of 1.
5. Navigate to Business Admin > Objects > Consent Headers.
6. Select the appropriate consent_header__v record.
7. Set the consent_header_status__v field to Inactive or Staged to allow edits to the record.
8. Select Edit on the consent_header__v record again.

9. Set the consent_header_status__v field to Active or Staged:

   • Active — displays consent channels and lines on the Consent Capture screen and prevents further editing
   • Staged — hides the consent records from end users while allowing consent admins to review how the Consent Capture screen displays
10. Select Save.

Business admins should create a multichannel_route__v record with the email_receipt__v object type to define the receipt template for each consent_header__v record. Enter the following information:

• country__v — country__v on the appropriate consent_header__v record
• language__v — language__v on the appropriate consent_header__v record
• object__v — multichannel_consent__v
• email_template_document__v__vr.status__v — approved__v or staged__v

Leave the record_type_name__v field empty.

Additionally, select the default__v checkbox to use this multichannel_route__v record as the default, when a consent_header__v record does not have a multichannel_route__v record with a matching language__v field.

Using the Appropriate Multichannel Route Record

If there are multiple multichannel_route__v records with the email_receipt__v object type for the same country, the following logic determines which record is used:

• The multichannel_route__v record matching the consent header’s language
• If one does not exist, the record matching the account’s language is used
• If one does not exist, the record matching the user’s language is used
• If one does not exist, the default record is used

Business admins can enable custom sharing rules for the country__v field on the multichannel_route__v object for Vaults with end users in different countries using the same language. This allows users to sync only the records for their respective countries and prevents the selection of a record with the matching language but the incorrect country.

After granting consent and continuing to the consent review screen, HCPs can:

1. Select the preferred email address for the account from the dropdown list. If none of the listed email addresses are appropriate, select Manage Email Addresses from the list to add an email address.

   

2. Select Continue.
3. Sign and confirm the consent changes.