Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/IntegrateFunct/ConsentReceipts.htm

## Sending Consent Capture Receipts with Approved Email

Some countries have laws or regulations requiring end users to send receipts to HCPs for capturing consent. HCPs receive Consent Capture receipts via Approved Email after granting consent.

**Who can use this feature?**

* Business Admin Users - Browser
* [Set up consent capture receipts](#Setup)
* End Users - Browser, iPad, iPhone, Windows
* HCPs - Browser, iPad, iPhone, Windows
* [Request consent capture receipts](#Request)
* Users require an Approved Email license

### Configuring Consent Capture Receipts with Approved Email for

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) 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 |
6. Navigate to **Admin > Configuration > Objects > Consent Header > Layouts**.
7. Add the **request\_receipt\_\_v** field to the consent\_header\_\_v layout.

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

1. Ensure [Configuring Consent Capture](../CCConfiguration.htm) 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**.

### Setting Up Consent Capture Receipts as

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

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. Select the **request\_receipt\_\_v** checkbox.

   ![](../../../../Resources/Images/Multichannel/ConsentCapture/ConsentReceipts/ReqReceipt.png)
10. 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
11. 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.

![](../../../../Resources/Images/Multichannel/ConsentCapture/ConsentReceipts/MCRoute.png)

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.

### Requesting Consent Capture Receipts as

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

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

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

   ![](../../../../Resources/Images/Multichannel/ConsentCapture/ConsentReceipts/ManageReceiptEmail.png)
2. Select **Continue**.
3. Sign and confirm the consent changes.

### Related Topics

[Confirming Consent Changes with Signatures and Paper Consent IDs](../GrantConsent/ConfirmConsentChanges.htm)

[Capturing Consent for Approved Email](AEConsent.htm)