Configure Custom Outbound Emails

Learn how to configure SafetyDocs to send PVA emails from a custom outbound sender.

About the Feature

By default, Vault sends outbound emails using the standard @veevavault.com domain. You can configure custom outbound email domains and a custom From Email Person.

Once you’ve configured this feature, see the following to learn more:

• Manage Pharmacovigilance Agreements
• Distribute PVA Documents via Email

Prerequisites

Before you can configure custom outbound emails, you must:

• Configure a custom email domain for your organization
• Enable Customize Sender Email Address for PVA Document Distribution

Overview

To configure a custom outbound email sender, you must:

1. Create a From Email Person
2. Add the From Email Person to the PV Agreement

Create a From Email Person

To create a custom From Email Person:

1. Navigate to Business Admin > Objects > Persons.
2. Select Create.
3. In the Create Person dialog, select From Email Person and then select Continue.
4. Complete the following information:
   • First Name: Enter the person’s first name.
   • Last Name: Enter the person’s last name.
   • Email: Enter the email address using a custom outbound email domain.
   • Language: Select a language from the dropdown.
5. Select Save.
6. Navigate to the new Person record and from the All Actions menu, select Verify Outbound Email.

Result

Vault creates the new Person record of object type From Email Person. After you verify the outbound email, the Outbound Email Status updates from Inactive to Active.

Add the From Email Person to the PV Agreement

To add a From Email Person to a PV Agreement:

1. Navigate to Business Admin > Objects > PV Agreements > [PV Agreement].
2. Select Edit.
3. In the Details section, in the Originating Email field, select a From Email Person.
4. Select Save.

Result

Whenever Vault sends emails from a PVA Activity or PVA Action Item associated with selected PV Agreement, the email’s “From” field lists the email address associated with the Person record.