To configure this feature:

1. Ensure Configuring Send to Fax is complete.

2. Ensure Configuring Consent Capture is complete.

3. Navigate to Admin > Users & Groups > Permission Sets.

4. Select the appropriate permission set.

5. Select the Objects tab.

6. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account__v	CRE	All applicable object types	fax_opt_type__v	Edit
   consent_header__v	CRE	All	vcountry__v	Edit
   consent_line__v	CRE	unbranded__v	unbranded_display_name__v	Edit
   consent_type__v	CRE	fax__v	channel_label__v channel_source__v consent_custom_duration__v consent_expires_in__v consent_header__v created_by__v default_consent_type__v disclaimer_text_file__v display_name__v display_order__v fax_consent_level__v legacy_consent_channel__v (optional) modified__v modified_date__v name__v object_type__v product_preference__v subscribe_keyword__v unsubscribe_keyword__v zvod_consent_default_consent_text_file__v	Edit
   multichannel_consent__v	CRE	fax__v	account__v capture_datetime__v consent_header__v consent_type__v content_type__v created_by__v created_date__v default_consent_text_file__v detail_group__v last_device__v legacy_consent_channel__v (optional) mobile_id__v modified_by__v modified_date__v object_type__v opt_expiration_date__v opt_method__v opt_type__v optout_event_type__v product__v signature__v signature_datetime__v signature_id__v unbranded__v	Edit

To configure this feature:

1. Ensure Configuring Send to Fax is complete.

2. Ensure Configuring Consent Capture is complete.

3. Navigate to Admin > Users & Groups > Permission Sets.

4. Select the appropriate permission set.

5. Select the Objects tab.

6. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account__v	R	All applicable object types	fax_opt_type__v	Read
   consent_header__v	R	All	vcountry__v	Read
   consent_line__v	R	unbranded__v	unbranded_display_name__v	Read
   consent_type__v	R	fax__v	channel_label__v channel_source__v consent_custom_duration__v consent_expires_in__v consent_header__v created_by__v default_consent_type__v disclaimer_text_file__v display_name__v display_order__v fax_consent_level__v legacy_consent_channel__v (optional) modified__v modified_date__v name__v object_type__v product_preference__v subscribe_keyword__v unsubscribe_keyword__v zvod_consent_default_consent_text_file__v	Read
   multichannel_consent__v	CRE	fax__v	account__v capture_datetime__v consent_header__v consent_type__v content_type__v created_by__v created_date__v default_consent_text_file__v detail_group__v last_device__v legacy_consent_channel__v (optional) mobile_id__v modified_by__v modified_date__v object_type__v opt_expiration_date__v opt_method__v opt_type__v optout_event_type__v product__v signature__v signature_datetime__v signature_id__v unbranded__v	Edit

Consent is validated whenever an end user tries to send a fax. If the consent_required_for_sending__v check box on the template is selected, validation looks at both the consent type of the recipients as well as any consent records associated with the account.

Consent for fax communications are captured at the account level for both business and person accounts.

To capture fax consent for an account:

1. Select an account to view the Account Details screen.

2. Select Consent Capture from the More Actions menu.

3. Scroll to the Fax channel.

4. Select the appropriate consent.

5. Capture the consent.

6. Select Save.

Unbranded Consent

Some fax templates may not be tied to specific products, for example templates for corporate or institutional communications. Users should ensure unbranded consent is captured prior to sending faxes for unbranded content. Unbranded fax consent can be captured when the unbranded__v check box on the multichannel_consent__v record is selected.

Opt-Outs

Opt-outs are managed by the customer and can be captured through any method, for example phone or external fax solutions. Customers are responsible for maintaining and honoring these opt-outs.