Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmailDocModel/SendAE/SendingEmailForCases.htm

## Sending Approved Emails for Cases

A case is an object that can be created in response to an inquiry from an HCP that is replied to by the Medical team using an Approved Email. End users can send Approved Emails relating to a case by selecting the Send Email action on the case.

**Who can use this feature?**

* Browser Users
* Users require an Approved Email license
* Integration Users, Business Admin Users, End Users

### Configuring Approved Email for Cases

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Integration Users](#)

To configure this feature:

1. Ensure [Configuring Approved Email as Document Model](../ConfiguringAE/AEConfig.htm) is complete.
2. Grant integration users the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | n/a | case\_template\_\_v | n/a | n/a |
   | sent\_email\_\_v | n/a | case\_\_v | * case\_\_v | Edit |
3. Grant integration users access to the **send\_approved\_email\_case\_\_v** page layout.
4. Create a new action called **Send Email** for the Case object and define the content source to be the **send\_approved\_email\_case\_\_v** page layout.
5. Add **Send Email** to the appropriate Case page layouts as a custom action.
6. In Vault, ensure all email templates used for Approved Emails sent from a case have an email\_template\_type\_\_v field of **Case Template**.

   Case Templates are only available when sending an Approved Email from a case and do not display as available in any other Approved Email entry point.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To enable this feature:

1. Ensure [Configuring Approved Email as Document Model](../ConfiguringAE/AEConfig.htm) is complete.
2. Grant business admin users the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | n/a | case\_template\_\_v | n/a | n/a |
   | sent\_email\_\_v | n/a | case\_\_v | * case\_\_v | Edit |
3. Grant business admin users access to the **send\_approved\_email\_case\_\_v** page layout.
4. Create a new action called **Send Email** for the Case object and define the content source to be the **send\_approved\_email\_case\_\_v** page layout.
5. Add **Send Email** to the appropriate Case page layouts as a custom action.
6. In Vault, ensure all email templates used for Approved Emails sent from a case have an email\_template\_type\_\_v field of **Case Template**.

   Case Templates are only available when sending an Approved Email from a case and do not display as available in any other Approved Email entry point.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To enable this feature:

1. Ensure [Configuring Approved Email as Document Model](../ConfiguringAE/AEConfig.htm) is complete.
2. Grant end users the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | n/a | case\_template\_\_v | n/a | n/a |
   | sent\_email\_\_v | n/a | case\_\_v | * case\_\_v | Edit |
3. Grant end users access to the **send\_approved\_email\_case\_\_v** page layout.
4. Create a new action called **Send Email** for the Case object and define the content source to be the **send\_approved\_email\_case\_\_v** page layout.
5. Add **Send Email** to the appropriate Case page layouts as a custom action.
6. In Vault, ensure all email templates used for Approved Emails sent from a case have an email\_template\_type\_\_v field of **Case Template**.

   Case Templates are only available when sending an Approved Email from a case and do not display as available in any other Approved Email entry point.

### Related Topics

[Approved Email as Document Model Overview](../Overview.htm)