The main components that comprise the feature are:

Fax Template

Fax templates are Microsoft Word documents used to define the layout, content, and dynamic tokens for faxes.

Fax Number (fax_number__v)

The fax number used to send faxes.

Multichannel Consent Records (multichannel_consent__v)

Consent records store an account's opt-in or opt-out status for receiving communications using the Fax channel.

Sent Fax Records (sent_fax__v)

A Sent Fax record is created for each recipient every time a user sends a fax. This object captures a complete snapshot of the transaction, including the recipient, the template version used, resolved token values, the transmitted version, and the delivery status.

Enterprise Fax Engine

Vault CRM’s fax provider processes and sends all fax communications.

To configure this feature:

1. Ensure configuration of Application Profiles is complete.

2. Navigate to Admin > Users & Groups > Configuration.

3. Select the appropriate Permission Set.

4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   content_group__v	R	All applicable object types	All	Read
   content_type__v	R	All applicable object types	All	Read
   country__v	R	None	All	Read
   fax_number__v	R	None	All	Read
   product__v	R	None	All	Read
   product_group__v	R	None	All	Read
   sent_fax__v	R	account__v	All	Read
   user__sys	R	None	fax_admin__v	Read

6. Navigate to Admin > Users & Groups > Users.
7. Select the Fax Admin check box on the User record for the appropriate users.
8. Navigate to the Application tab.
9. Select Application Configuration.
10. Grant access to the Fax Administration page.

11. Ensure fax admins are assigned to the Content Administrator role for Dynamic Word Template documents via Dynamic Access Control. See About Dynamic Access Control for Documents for more information.

12. Ensure fax admins have Create Document Permission for the Dynamic Word Template document type. See How to Edit Document Types for more information.

13. Navigate to Business Admin > Objects > VMobile Object Configurations.
14. Enable the following iPad VMOCs:
    • Documents (External ID - documents__v-ipad__v-2)

    • Where Clause - WHERE TONAME(type__v) = 'dynamic_word_template__v' AND TONAME(lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(status__v) CONTAINS ('approved__v', 'staged__v')

    • Enable Enhanced Sync – Yes

    • Document Query Modifier – All Versions

    • Application Profile – The Application Profile created for fax admins

    • Sent Fax
    • Fax Number
    • Fax Settings

To configure this feature:

1. Ensure Configuring Consent Capture is complete.

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

3. Select the appropriate Permission Set.

4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account__v	R	All applicable object types	fax_opt_type__v language__v restricted_products__v	Read
   consent_line__v	R	unbranded__v	unbranded_display_name__v	Read
   consent_type__v	R	fax__v	fax_consent_level__v legacy_consent_channel__v	Read
   content_preference__v	CRED	fax_template_favorite__v	created_date__v modified_date__v	Read
   			mobile_id__v object_type__v ownerid__v preference_document__v	Edit
   content_type__v	R	None	modified_date__v	Read
   country__v	R	None	All	Read
   fax_number__v	R	None	fax_number__v modified_date__v	Read
   multichannel_consent__v	CRE	fax__v	unbranded__v	Edit
   product__v	R	None	name__v vexternal_id__v	Read
   product_group__v	R	None	All	Read
   sent_fax__v	CRE	account__v	All	Edit
   user__sys	R	None	fax_admin__v	Read

6. Grant Read permission to at least one of the following fields:
   • fax_cda__v on the account__v object
   • fax_cda__v on the address__v object
   • fax_2__v on the address__v object
7. Grant Execute permission for the Send Fax object action permission on the Account object.
8. Navigate to Admin > Configuration > Objects > Account > Object Types > Actions.
9. Enable the Send to Fax action for the appropriate object types.
10. Navigate to Admin > Settings > Language and Regional Settings.
11. Select the Enable multilingual document handling checkbox.
12. Ensure end users are assigned to the Media Consumer role for Dynamic Word Template documents via Dynamic Access Control. See About Dynamic Access Control for Documents for more information.

13. Navigate to Business Admin > Objects > Veeva Settings > Global Veeva Settings.

14. Set the Sync Configuration Mode to 1 to enable multiple VMobile Object Configurations per object.

15. Navigate to Business Admin > Objects > VMobile Object Configurations.

16. Enable the following iPad VMOCs:

    • Documents (External ID - documents-ipad__v-3)
    • Sent Fax
    • Fax Number
    • Fax Settings