Learn how to configure your Vault to send acknowledgement emails to confirm Inbox Item creation for email to inbox intake.
About the Feature
With the 25R2 release, Vault can send acknowledgement emails to inform senders when Vault successfully generates Inbox Items from their email. After you have enabled this feature, see the following articles for more information:
Prerequisites
Before configuring this feature in your Vault, you must complete the following:
Update the Transmission Profile Layout
Update the Inbound Email object type layout of the Transmission Profile object by adding the Email Acknowledgement field to the Details section so you can specify who receives email acknowledgements for each Transmission Profile.
You can also add the From Email Address field to the Details section to specify the “From” email address Vault uses to send emails related to each profile.
(Optional) Configure Outbound Email Addresses
You can configure Vault to send emails from customized domains outbound email addresses so that emails appear to be sent from Veeva instead of a sponsor. For more details about using custom outbound domains for emails, see Configure Email Transmissions.
Update Transmission Profiles
Specify who receives acknowledgement emails by populating the Email Acknowledgement field on the applicable Transmission Profiles. If the Email Acknowledgement value is None or blank, Vault does not send email acknowledgements for Inbox Items generated for that Transmission Profile.
You can also specify how Vault populates the sender field on email acknowledgements by populating the From Email Address fields on the applicable Transmission Profiles. If you leave this field blank, Vault sends emails from the standard Veeva domain.
(Optional) Customize Notifications
Vault uses the Automated Email to Inbox Item Response notification template to email acknowledgements. You can customize the notification template to fit the needs of your organization. You can use the <img> HTML tag to include a logo in the email body.
Do not remove the following tokens from the notification template, which Vault requires to send the emails:
${inbox_item__v.source_doucment_name}${inbox_item__v.number}