Contents

Getting Started
Setting Up Veeva CRM
Understanding Field Names, Labels, and Types
Salesforce.com Standard Fields
Veeva CRM Standard Fields
Veeva CRM Marker Fields
Custom Fields
Setting up a CRM Sandbox Org
Configurable Lookup Filters and Layouts
Data Loading in CRM
Veeva Messages
Managing the Veeva CRM Cache
Process Scheduler
Personal Data and Data Privacy
Supporting Personal Information Requirements in Russia
Veeva Custom Settings
Section Signals
Administrative Do's and Don'ts
Security in Veeva CRM
Authentication Overview
Delegated Authentication in CRM for iPad
Delegated Authentication for Veeva CRM via MDM
OAuth 2.0 Authentication for Veeva CRM
Enabling OAuth 2.0 Authentication for Veeva CRM Online
Deploying Veeva CRM on iOS with OAuth 2.0 Support (MDM/MAM)
Touch ID and Face ID Authentication
Mobile Device Setup
Sync
Using Autosync
Using Incremental Sync
Using VMobile Object Configurations
Using the Sync Widget
Tracking Sync Activity
Handling Sync Errors
CRM for iOS
Installing CRM via the App Store
Migrating from a Manual Installation to the App Store Version
Signing into the iOS Application
Manually Installing CRM for iOS
Using the Embedded Web Browser
Using the Go Online Button
Saving Passwords to iOS Keychain
Managing Push Notifications
Generating Push Notification Certificates
CRM for Windows
Installing CRM for Windows
Preparing for Deployment
Installing the Application
Signing into the Windows Application
Single Sign-on Delegated Authentication in CRM for Windows
Uninstalling CRM for Windows
CRM Mobile Application Home Page
Uploading Documents, Attachments, and Salesforce Files
Managing Documents and Attachments Offline
Offline Validation Rules
Displaying Time Zones
User Interface Enhancements
Sunrise Bar
Secondary Navigation Bar
Page Level Notifications
iOS Icons
Windows Icons
Supported Salesforce Functionality
Lightning
Using Salesforce Files in Veeva CRM with Lightning
Attaching Salesforce Files on Mobile Devices
Lightning Business Apps
Lightning Specific Functionality
Lightning for Medical Inquiry
Salesforce Help Guide
SFDC Shield
SFDC My Domain
SFDC Settings
Core CRM
Accounts
Accounts Platforms
Components
My Accounts
My Accounts - Online
Visibility Controls for Accounts
Managing Dynamic Attributes in My Accounts
Account Wizards
New Account Wizard
New Record Type Wizard
Parent Account Wizard
Previewing an Account During Creation
Account Hierarchy in Account Wizards
State License Information in Account Wizards
Affiliation Auto-Create in Account Wizards
Address Inheritance Support
Enabling Child Account Fields in Wizards
Duplicate Record Checking in Account Wizards
Timeline View
Account Overview Panels
Using Thumbnails in the Timeline View
Account Timeline Activity Details
Timeline FiItering
Reviewing Sent Emails in the Account Timeline
Preventing Email Activity from Displaying on the Timeline
Setting the Timeline as the Default View for an Account
Clinical Trial and Publication Details on the Account Timeline
Displaying CoBrowse Details in the Account Timeline
Displaying Product Restrictions
Displaying the Suggestion Insights Overview Panel
Default Account Profile
Creating Medical Inquiries from the Account Profile View
Enhanced Navigation on the Timeline View
Account Deep Linking
Apple Maps Integration
Dynamic Attributes for Accounts
Displaying the Primary Parent with a Business or Person Account's Name
Additional My Accounts Functionality
Record Types in Accounts
Advanced Account Search
Account Lists and Views
Using the Account Sales Dashboard
Office Best Times for Accounts
Account Details - CRM for iPad
Aggregate Spend Icons
Calls Related Lists
Using the Interaction Summary Visualization
Account Hierarchy
Child Accounts
Sphere of Influence
Stakeholder Navigator
Browsing Global Accounts
Stamping Country Information for Account and User
Territory Fields
Territory Field Management
Multichannel Calendar - Online
Prescriber Level Formulary
Disabling the Create Button for Accounts
Addresses
Account and Contact Merge Administration
Decoupled Data Change Requests
Veeva CRM Campaigns
Veeva ID
The Formulary Matrix
Setting Up a Formulary Matrix
Veeva Link Integration
Suggestions
Configuration
Configuring My Accounts in CRM for iPad
Multichannel Activities on the Account Timeline
Account Planning/Execution
Setting the Default MyInsights Account Profile
Account Plans
Account Plan Sharing
Account Plan Deep Cloning
Using Action Items for KAMs
Account Plan Sharing Using the Account Plan Hierarchy
Calculating Account Plan Progress Using the Account Plan Hierarchy
Supporting Custom Objects in the Account Plan Hierarchy
Working with Multiple SWOT and Goal Records
Account-Based Selling
Using the Account Plan Dashboard
Account Hierarchy Overlay
Account Plan Notes
Product Plans
Account Tactics
Product Tactics
Plan Tactics
Product Strategies
Call Objectives
Managing Call Objectives in Plan Tactics
Exporting Account Plans to PowerPoint
Apply Product Plan Button
Using the Apply Product Plan Function
Territory Management
Territory Management Platforms
Territory Settings
Territory Feedback using Align
Enhanced Territory Feedback
Using Account Profiles to View and Challenge Changes
Using Global Account Search in Territory Feedback
Team Selling in Territory Feedback
Territory Management Using Classic Tools
Brick-based Alignments
Territory Management Tools and Utilities
Territory Management and the Role Hierarchy
Territory Management using ATL
Territory Management using Territory Field on Account
Using the Territory Insights Visualization
Territory Management Best Practices
Territory Management Sync
Rep Roster Object
Zip to Terr
Zip to Terr Process Alignment
Products
Initial Configuration for Product Catalog
Users and Roles for Product Catalog
Product Catalog Components
Configuring the Product Catalog
Default Functionality for the Product Catalog
Creating Products in the Product Catalog
Using the My Setup Page
Using Detail Groups and Detail Topics
Aligning Promotional Items and BRCs by User
Customizing Product Sort Order
Advanced Functionality for Products
Using the Product Identifier to Search
Creating Product Metrics for Account Profiles
Displaying Product Metrics
Creating Product-Specific Metric Configurations
Product Metrics for Child Accounts
Grouping Products to Support Indication-, Molecule-, and Species-Based Sales Orgs
Using Product Groups for Order Management
Using Product Groups for Inventory Monitoring
Products Platforms
Calls
Call Planning
My Schedule Agenda View
My Schedule Week View
My Schedule Month View
My Schedule Map View
My Schedule Platforms
Creating Calls
Attendees in My Schedule
Creating Time Off Territory
Managing Call Cycles
Call Booking Support
Office Best Times for Child Accounts
Configuration
Configuring Calendar Views
Configuring Medical Event Display
Configuring Call Conflict Warning
Configuring External Calendars
Configuring Call Location Display
Call Reporting
Initial Configuration
Components of Call Reporting
Configuring Call Reporting
Default Functionality
Scheduling and Planning a Call
Call Report Entry Points
Call Categories
Scheduling Calls
Executing a Call
Populating the Call Header
Selecting a Call Address
Adding a New Address
Selecting a Territory
Selecting a Call Datetime
Capturing Call Activities
Adding Call Attendees
Detailing Products on the Call Report
Capturing Product Discussions on the Call Report
Using Key Messages on the Call Report
Adding Post Call Information
Recording Expenses on the Call Report
Attaching Files to a Call Report
Using the More Actions Button
Saving a Call Report
Submitting a Call
Advanced Functionality
Scheduling and Planning a Call
Additional Call Entry Points
Displaying Product Priority from Cycle Plans
Viewing Custom Fields in the Cycle Plan Target Popup
Call Reporting with Medical Events
Executing a Call
Populating the Call Header
Selecting a Call Channel
Selecting the Call Report Record Type
Selecting the Call Location
Requiring Users to Select a Call Address
Call Address Dependency
Maintaining Separate Call and Signature Datetimes
Capturing the Call Date Only
Capturing Call Activities
Call Reporting with Child Accounts
Displaying Additional Information on the Call Report
Using Action Items on the Call Report
Capturing Unique Information for Group Call Attendees
Customizing Product Discussions on the Call Report
Requiring Medical Discussions on the Call Report
Customizing Key Messages
Targeting Key Messages to Accounts
Capturing Signatures on the Call Report
Capturing Signatures for Sampling
Capturing Signatures for Calls Without Samples
Swapping the Signee
Stamping the Signature Location on the Call Report
Viewing Captured Signatures
Customizing the Signature Page
Modifying the Signature Disclaimer
Displaying Country-Specific Disclaimers
Displaying HCP Information on the Signature Page
Displaying a Marketing Banner
Viewing Survey Targets on the Call Report
Using Pre-Call Notes and Next Call Notes
Adding Post Call Information
Recording Call Expenses in Multiple Currencies
Recording Call Expenses with SAP Concur
Creating Follow-up Activities on the Call Report
Restricting Calls and Products
Restricting Calls by Account
Restricting Calls by Account Record Type
Restricting Products by Account
Displaying Product Restrictions on the Account Overview Page
Defining Allowed Products
Displaying Allowed Products on the Account Overview Page
Submitting a Call
Capturing GPS Coordinates on the Call Report
Limiting Call Backdating
Limiting Past Call Submission
Hiding the Submit Button Online
Deleting or Archiving Calls
Call Reporting Platforms
Call Sampling
Initial Configuration
Users and Roles in Call Sampling
Components of Call Sampling
Configuring Call Sampling
Default Functionality
Recording Sample Disbursements
Selecting Products
Selecting Sample Recipients on Group Calls
Creating Sample Requests/BRCs
Saving a Call with Samples
Capturing Signatures for Sampling
Capturing Electronic Signatures for Sampling
Capturing a Remote Signature for Sampling with Approved Links
Paper-Based Sampling
Validating Samples on Signature Capture
Submitting a Call with Samples
Submitting a Call with Samples
Canceling Sample Requests/BRCs
Advanced Functionality
Recording Sample Disbursements
Using Barcodes to Record Call Samples
Sampling with Specific Regulatory Requirements
Controlled Substance Sampling
Enabling Controlled Substance Sampling
Capturing and Validating CDS License Information
Restricting Sampling by Account Credentials and State
Restricting Controlled Substance Delivery by State
State Distributor License
Capturing a One-Time Sample Drop
Sampling with Mid-level Practitioners
Sampling without License Restrictions
Sampling Non-PDMA Regulated Products
Cold Chain Sampling
Viewing Sample Limits on the Call Report
Displaying Sample Warning Indicators
Shipping Sample Requests/BRCs
Shipping Sample Requests (BRCs) to Business Locations
Restricting Sample Send Addresses
Acknowledgment of Content
Customizing Call Sampling with Section Signals
Custom Text Capture
Capturing Signatures for Sampling
Capturing a Signature for Sample Opt-In
Capturing Remote Signatures for Sampling in Engage Meeting
Submitting a Call with Samples
Creating Sample Transactions on Save vs. Submit
Creating Sample Transactions on Sign Save
Creating Sample Transactions on Save
Generating Printable Sample Receipts
Call Sampling Platforms
Call Objectives
Call Objectives Platforms
Call Objective Types
Viewing Call Objectives
Display Order for Call Objectives
Displaying Call Objective Messages
Prerequisite Call Objectives
Recording Calls
Business Events
Samples Management
Sample Mgmt Components
Sample Lots
My Samples
Sample Transactions
Sample Inventories
Sample Limits
Sample Limit Template
Sample and Promotional Item Inventory Ordering
State License Management
Sample Audit Administration
Configuring Samples Mgmt
Configuring Samples Inventory
Configuring the Found Lot Functionality
Configuring the Print Packaging Label
Configuring Audit Functionality
Configuring Sample Limit Templates
Samples Opt-In
Using Samples
Acknowledgement of Content
Using State Licenses
State Distributor License
Sample Receipt Grouping
Using Sample Limits
Using Sample Limit Templates
Sample Product Groups
Limits for Sample Product Groups
Cold Chain Sampling
Custom Text Capture
Defining Default Sample Quantities
Samples Opt-In
Inventory Order Allocation
Sample and Promotional Item Inventory Ordering
Material Orders
Samples and Promo Items
Sample Data Integrity
FAQ - Sample Audits
Platforms
Approved Notes
Initial Configuration
Users and Roles in Approved Notes
Components of Approved Notes
Configuring Approved Notes
Default Functionality
Creating Monitoring Rules
Creating Monitored Phrases
Reviewing Approved Notes Monitoring Results
Providing Feedback on Violations
Advanced Functionality
Using Monitored Text to Review Approved Notes Violations
Creating Country-Specific Approved Notes Rules
Approved Notes Platforms
Order Management
Initial Configuration
Users and Roles in Order Management
Components of Order Management
Configuring Order Management
Default Functionality
Managing List Price Rules
Creating Orders
Mass Entry Mode for Online Orders
Mass Add Products for Offline Orders
Cloning Orders
Creating Orders from a CLM Presentation
Changing Order Line Column Widths
Advanced Functionality
Pricing Guide
Price Books
Linking Price Books to Wholesalers
Selecting Wholesaler Best Pricing/List Price
Best Price Logic
Final Net Price
Suggested Retail Price
Product Bundling for Pricing-bound Product Group Level Discounts
Product Kits
Bundle Packs
Enhanced Bundle Packs
Cross-Product Rebates
Discounting Orders Based on Inventory Monitoring
Brand and Product Group Discount Override Support
Pricing Rules
Brand Level Pricing Rules
Delivery Period Rules
Discount Rules
Free Goods Rules
Percentage of Free Goods Rules
Limit Rules
Managing List Price Rules
Product Group Level Rules
Payment Terms Rules
Associating Pricing Rules to Accounts and Account Groups
Combining Pricing Rules
Pricing Rules with Product Kits
Chain Pricing Rules
Upselling Suggestions in Pricing Rules
Order Entry
Saving Valid Lines with Mass Add Products
Single Line Order Entry
Direct Quantity Order Entry
Order Line Delivery Splitting
Payers and Delivery Location
Multiple Recipients for Fulfillment Orders
Manual Allocation of Free Goods
Order Delivery Date Splitting
Custom Sort of Product Lists
Defining Minimum Timeframes Between Delivery Orders
Order Management Product Views
Product Thumbnails
Order Campaign Support
Order Rounding Modes
Custom Product and Order Information
Defaulting an Account Partner
Printable Orders
Order Signature Capture
Order Assortments
Transfer Orders
Selecting Wholesaler Priority
Navigation for Orders with CLM
Viewing Inventory Monitoring Information in an Order
Order Pull-In Fields
Processing
Order Management Approvals
Payment Terms
Payment Terms per Delivery
Unlocking Orders
Order Soft Delete
Review and Analyze
Enforcing Order Review Using MyInsights
Using the Product Group Subtotals Visualization
Veeva CRM APIs
Order Management Platforms
Inventory Monitoring
Inventory Monitoring Platforms
Configuring Inventory Monitoring
Contract Products Mass Add Mode
Inventory Monitoring Assortments
Using the Inventory Monitoring Dashboard
Additional Features for Inventory Monitoring
Offline Mass Add Mode
History Tab
Linking Inventory Monitoring with Call Objectives
Continuous Inventory Monitoring
Capture and Attach Photos for Inventory Monitoring
Photo Tagging for Inventory Monitoring
Using Planograms to Monitor Inventory
Contracts
Contracts Platforms
Contract Architecture
Contract Lifecycle
Contract Components
Contract Templates
Creating Contracts from Call Objectives
Configuring Contracts
Defining Valid Time Frames on Contract Lines
Capturing and Displaying Signatures on Contract Partner Records
Contract Batch Process
Cycle Plans
Classic Cycle Plans
Initial Configuration for Classic Cycle Plans
Users and Roles in Classic Cycle Plans
Components of Classic Cycle Plans
Configuring Classic Cycle Plans
Default Functionality for Classic Cycle Plans
Data Loading a Classic Cycle Plan
Manually Creating a Classic Cycle Plan
Adding an Account List to a Cycle Plan
Activating Cycle Plan Batch Processes
Displaying the Remaining Call Count for a Classic Cycle Plan
Monitoring Classic Cycle Plan Progress
Advanced Configuration for Classic Cycle Plans
Creating Account-Level Cycle Plans
Setting Bookmarks in Classic Cycle Plans
Excluding Products from a Classic Cycle Plan
Real-Time Calculations for Classic Cycle Plans
Customizing Heading Labels for Cycle Plan Targets
Customizing Fields for Classic Cycle Plan Targets
Multichannel Cycle Plans
Initial Configuration for MCCP
Multichannel Cycle Plans Users and Roles
Components of Multichannel Cycle Plans
Configuring Multichannel Cycle Plans
Default Functionality for MCCP
Data Loading a Multichannel Cycle Plan
Manually Creating a Multichannel Cycle Plan
Using the Multichannel Cycle Plan Admin Console
Working with the MCCP Interface
Calculating Over Reached and Under Reached Thresholds for Cycles
Working with MCCP Status Fields
Navigating to Target Detail from My Plans
Supporting Detail Groups
Detailing Priority on the MCCP Target
Displaying the Last Activity Date for Each Channel and Product
Indicating MCCP Goals by Priority in a Single Call Channel
Setting MCCP Goals for a Detail Group
Locking Multichannel Cycle Plans
Advanced Configuration for MCCP
Capping Activity and Targets
Supporting MCCP Child Accounts
Editing MCCP Goals
Adding Team-Based Goals
Supporting Pull-In Fields for MCCP
Classic Cycle Plans Platforms
MCCP Platforms
Surveys
Initial Configuration
Users and Roles in Surveys
Components of Surveys
Configuring Surveys
Default Functionality
Creating a Survey
Data Loading Surveys
Creating Survey Questions
Creating Questions for Individual Surveys
Using the Question Bank
Using Branching Survey Questions
Adding Segments to a Survey
Adding Survey Channels
Adding Survey Targets
Adding Assignment Rules to Surveys
Surveys Territory Selector
Publishing a Survey
Receiving Email Notification of a Published Survey
Unlocking and Republishing a Survey
Surveys Privacy Settings
Executing a Survey
Monitoring Survey Results
Advanced Functionality
Increasing the Number of Survey Questions
Supporting Currency Answers in Surveys
Supporting Child Accounts in Surveys
Creating Surveys for Internal Use
Surveys in Approved Email
Viewing Outstanding Survey Targets on a Call Report
Surveys Platforms
Medical Inquiries
Medical Inquiry Lifecycle
Components of a Medical Inquiry
Configuring Medical Inquiries
Configuring Medical Inquiry Creation
Configuring the Detail Page
Configuring Multiple Product Inquiries
Customizing the Signature Page
Configuring Signature Audit
Configuring Print Receipts
Modifying the Account Relationship
Configuring Call Creation from a Medical Inquiry
Sending Approved Emails from a Medical Inquiry
Displaying Medical Inquiry Attachments
Medical Inquiry Fulfillment
Medical Inquiry Fulfillment Response Method
Viewing Medical Inquiries from Vault MedComms
Lightning for Medical Inquiry
Medical Inquiry Files
Medical Inquiries Veeva Settings
Medical Inquiry Platforms
Medical Events
Medical Events Platforms
Configuring Medical Events
Record a Call
Event Start and End Times
Event Attendees
Add Attendee Button
Add My Attendance Button
Event Attendee Signature Capture
Creating Medical Events Calendar Reminders
Child Accounts in Medical Events
Managing Attendees for Medical Events
Sending Approved Emails from Medical Events
Coaching Reports
Advanced Coaching Reports
Coaching Reports
Veeva CRM Standard Metrics
Approved Email
Initial Configuration
Users and Roles
Components of Approved Email
Configuring Approved Email
Configuring Approved Email Admins and Integration Users
Configuring Approved Email End Users
Configuring Approved Email for Offline Devices
Integrating CRM and Vault for Approved Email
Creating a Sending Domain
Viewing Approved Email License Usage
Creating and Managing Content
Creating Content
Creating Approved Email Templates
Creating Approved Email Fragments
Multi-Product Approved Email Content
Labeling Links in Approved Email
Embedding the Vault Viewer in Approved Email Content
Resources for Creating Approved Email Content
Approved Email Configuration Tokens
Adding Footnotes and Citations to Approved Email Content
Tracking Approved Email Activity Using Tokens
Inserting Queried Data into an Approved Email
Personalizing User Profiles
Adding and Customizing Unsubscribe Links
Embedding the Unsubscribe Page
Unsubscribe by Content Type
Displaying Products on the Unsubscribe Page
Managing Content
Testing Staged Approved Email Content
Previewing Rendered Approved Email Content
Matching Products for Approved Email Content
Using Detail Groups in Vault
Aligning Approved Email Content to Users
Defining the Language of Approved Email Content
Customizing Email Header Behavior
Filtering Approved Email Fragments
Setting Consent at the Email Template Level
Restricted Words in Approved Email
Default Functionality
Composing Approved Emails
Managing Approved Email Recipients
Approved Email Entry Points
Tracking Approved Email Activity
Displaying Approved Email Activity on the Timeline
Approved Email Reports and Dashboards
Classic Consent in Approved Email
Components of Classic Consent in Approved Email
Using Opt-in Signature Capture vs. Paper Consent
Capturing Approved Email Opt-In Consent
Controlling Use of the Email Opt-In Action
Advanced Functionality
Approved Email Receipts for Signature Transactions
Associating Business Accounts to Approved Emails
Sending Approved Emails to BCC Recipients
Reviewing Approved Emails Before Sending
Tracking Multichannel Activities from Approved Emails
Using Key Messages in Approved Email Content
Approved Email Platforms
WeChat in Veeva CRM
Approved WeChat
Components of Approved WeChat
Configuration
Authorizing Approved WeChat in the Tencent WeChat Service Account
Setup Veeva Multichannel Consent for WeChat
WeChat Service Account Templates in Veeva CRM
Setup up Content for Approved WeChat
Approved WeChat Dashboard
Approved WeChat Notifications
Sending Engage Meeting Invitations via Approved WeChat
Veeva Approved WeChat on WeCom
Approved WeChat on WeCom Components
Configuration
WeChat on WeCom Setup
Authorizing Approved WeChat in the Tencent WeChat Service Account
Salesforce and CRM Setup
Using Content Tags
Sharing External Content
WeChat CRM
Accounts
Using Account Lists and Views in WeChat CRM
Displaying the WeChat Avatar and Nickname in Account Views
Using Suggestions in WeChat CRM
Receiving WeChat Notifications for Suggestions
Data Change Requests
Product Metrics
Call Planning
Call Reporting
Capturing GPS Coordinates on the Call Report
Attaching Photos to the Call Report
Classic Cycle Plans
Coaching Reports
Medical Inquiries
Medical Events
MyInsights
CLM
Initial Configuration
Users and Roles
Components of CLM
Configuring CLM
Configuring CLM Users
Integrating CRM and Vault for CLM
Using the CLM Admin Console
Using the China CDN for Multichannel Content
Managing Field Mappings Between Vault and CRM
Managing the Product Catalog Between Vault and CRM
Using Document States
Managing CLM Syncs
Default Functionality
Navigating the Media Library
Managing Favorite Presentations
Labeling Presentations
Using Presentation Attributes to Filter Presentations
Grouping Presentations
Using Directories in the Media Library
Searching the Media Library
Using Custom Presentations
Displaying Presentations
Using the Media Player
Media Player Navigation
Using the Action Menu
Creating Calls from the Media Player
Using the Highlighter Pen and Laser Pointer
Capturing Reactions to Presentations
Displaying CLM Content
Displaying PDFs in CLM
Displaying CLM Content from Calls
Displaying PowerPoint Presentations in CLM
Analyzing CLM Activity
Tracking CLM Activity
Tracking CLM Key Messages
Displaying CLM Reports
Advanced Functionality
Managing Directories
Defining Default Directories
Disabling Directory Thumbnails
Managing Training Presentations
Using Training Presentations
Adding Watermarks to Training Presentations
Managing the Media Player
Concealing Out of Focus Content
Defining Swipe Sensitivity for Slide Navigation
Enabling Automatic Video Playback
Returning to CLM after Capturing Sample Signatures
Disabling User Actions
Disabling Standard Navigation
Disabling Touch Gestures
Disabling Rotation Lock
Troubleshooting Presentations
Downloading Media Files
Retiring Expired Presentations
Tracking CLM Activity
Tracking CLM Activity Anonymously
Capturing Consent for CLM Tracking
Associating Accounts with Saved CLM Activity
Integrating Other Functionality with CLM
Executing Surveys from CLM
Using Augmented Reality in CLM
Using FaceTime with CLM
Launching CLM Media Library from the Call Report Online
CLM Platforms
Consent Capture
Initial Configuration
Users and Roles in Consent Capture
Components of Consent Capture
Configuring Consent Capture
Default Functionality
Creating Consent Headers
Creating Consent Types
Creating Custom Channels
Setting Consent Durations
Creating Consent Lines
Defining the Display Order of Consent Channels and Lines
Viewing Signatures on Multichannel Consent Records
Selecting the Preferred Language
Locking the Consent Screen
Managing Channel Values
Granting Consent
Confirming Consent Changes with Signatures and Paper Consent IDs
Advanced Functionality
Using Detail Groups on Consent Lines
Using Double Opt-In