Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/Configuration.htm

## Configuring Send to Fax

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

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.

### Configuring Send to Fax for

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

To configure this feature:

1. Ensure configuration of [Application Profiles](../Getting_Started/SettingUp/ApplicationProfiles.htm) 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 |
   | --- | --- | --- | --- | --- |
   | 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 |
   | fax\_settings\_\_v | CRED | None | * fax\_restricted\_words\_\_v * application\_profile\_\_v | Edit |
   | 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. Select the **Pages** tab.
7. Grant access to the **Fax Administration** page.
8. Navigate to **Admin > Users & Groups > Users**.
9. Select the **Fax Admin** checkbox on the User record for the appropriate users.
10. 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](https://platform.veevavault.help/en/gr/31824/) for more information.
11. Ensure fax admins have Create Document Permission for the Dynamic Word Template document type. See [How to Edit Document Types](https://platform.veevavault.help/en/gr/618/#EditingDocTypes) for more information.
12. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
13. 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

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

To configure this feature:

1. Ensure [Configuring Consent Capture](../Multichannel/ConsentCapture/CCConfiguration.htm) 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 |
   | address\_\_v | R | All applicable object types | inactive\_\_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 |
   | fax\_settings\_\_v | R | None | * fax\_restricted\_words\_\_v * application\_profile\_\_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](https://platform.veevavault.help/en/gr/31824/) 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

### Related Topics

[Creating and Managing Fax Templates](CreatingContent/CreateTemplates.htm)

[Sending a Fax](SendingFax.htm)