To configure this feature:

1. Ensure Configuring Approved Email Admins and Integration Users is complete.
2. Ensure Configuring Engage Meeting is complete.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the permission set for the appropriate user profile.
5. Select the Objects tab.
6. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	CRED	remote_meeting__v	allow_any_product_fragment__v allowed_document_ids__v approved_document_status__v detail_group__v document_description__v document_host_url__v document_id__v document_last_mod_datetime__v email_allows_documents__v email_domain__v email_fragment_html__v email_from_address__v email_from_name__v email_html_1__v email_html_2__v email_replyto_address__v email_replyto_name__v email_subject__v email_template_fragment_document_id__v email_template_fragment_html__v isi_document_id__v language__v name__v other_document_id_list__v pi_document_id__v piece_document_id__v product__v publish_method__v status__v territory__v vault_document_id__v vault_instance_id__v	Edit
   sent_email__v	CRE	remote_meeting__v	call2__v related_transaction_id__v	Edit

7. Navigate to Admin > Configuration > Objects > Sent Email > Object Types > Remote Meeting (remote_meeting__v).
8. Select Edit.
9. Select Active for the Status field.
10. Select Save.
11. Ensure access to all email templates for Engage meeting invitations in PromoMats/MedComms.

To configure this feature:

1. Ensure Configuring Approved Email End Users 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:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	R	remote_meeting__v	allow_any_product_fragment__v allowed_document_ids__v detail_group__v document_description__v document_host_url__v document_id__v document_last_mod_datetime__v email_allows_documents__v email_domain__v email_fragment_html__v email_from_address__v email_from_name__v email_html_1__v email_replyto_address__v email_replyto_name__v email_subject__v email_template_fragment_document_id__v email_template_fragment_html__v isi_document_id__v language__v other_document_id_list__v pi_document_id__v piece_document_id__v product__v status__v territory__v vault_document_id__v vault_instance_id__v	Read
   sent_email__v	CRU	remote_meeting__v	call2__v related_transaction_id__v	Edit

6. Navigate to Business Admin > Objects > Approved Email Settings.
7. Select the appropriate approved_email_settings__v record.
8. Ensure the Disabled Approved Email Entry Points Approved Email setting does not contain remotemeeting__v.

To create an Approved Email invitation for Engage meetings:

1. Upload an Engage email template to Vault and set the type to Remote Meetings Invite Template. Email templates should include the following tokens:

   • Meeting Datetime - {{parentCallDatetime}}
   • Meeting URL - {{call2__v.cobrowse_url_participant__v}}

   Click tracking is not supported for Approved Emails containing the {{call2__v.cobrowse_url_participant__v}}, token. Use the {{call2__v.remote_meeting__vr.meeting_password__v}} token to display the password in the invitation.

   See Creating Approved Email Templates for more information.

2. Sync to Vault CRM.

Approved Email content creators can add a calendar reminder to an Engage invitation.

Calendar reminders can be added to an Engage invitation by adding the {{addToCalendar}} token anywhere in the Email Template. This token generates an .ICS (iCalendar) file that attaches to the Engage email invitation.

Veeva recommends providing instructions in the Email Template about opening the attached .ICS file and adding the event to their calendar.

Using .ICS Attachments in Approved Email Invitations

The .ICS attachment is generated automatically when a user sends an Approved Email for an Engage meeting. The information in the file is generated from the following fields:

• Meeting Title – The meeting_name__v field on the remote_meeting__v object
• Meeting Start Time – The call_datetime__v field on the call2__v object
• Meeting Duration – The duration__v field on the call2__v object
• Meeting Location – The cobrowse_url_participant__v field on the call2__v object
• Meeting Description – The cobrowse_url_participant__v field on the call2__v object
• Meeting ID – The remote_meeting_id__v on the call2__v object

By default, the calendar reminder is set to alert the recipient ten minutes before the start of the meeting.

Updates to existing calendar invitations are not supported.