{"id":98806,"date":"2026-06-18T10:00:17","date_gmt":"2026-06-18T08:00:17","guid":{"rendered":"https:\/\/www.veeva.com\/eu\/?post_type=resources&#038;p=98806"},"modified":"2026-07-02T22:25:01","modified_gmt":"2026-07-02T20:25:01","slug":"send-to-fax","status":"publish","type":"resources","link":"https:\/\/www.veeva.com\/eu\/resources\/send-to-fax\/","title":{"rendered":"Send to Fax"},"content":{"rendered":"<style>\ntable.veeva-matrix-table {\n  width: 100%;\n  border-collapse: separate;\n  border-spacing: 2px;\n}<\/p>\n<p>table.veeva-matrix-table th, \ntable.veeva-matrix-table td {\n  padding: 15px;\n  text-align: left;\n  vertical-align: middle;\n}<\/p>\n<p>table.veeva-matrix-table tr.row-compliance th,\ntable.veeva-matrix-table tr.row-end-user th {\n  background-color: #ee6a22;\n  color: #ffffff;\n}<\/p>\n<p>table.veeva-matrix-table tr.row-tracked th,\ntable.veeva-matrix-table tr.row-fax-admin-user th {\n  background-color: #63696f;\n  color: #ffffff;\n}<\/p>\n<p>table.veeva-matrix-table tr.row-quick th {\n  background-color: #3170a4;\n  color: #ffffff;\n}<\/p>\n<p>table.veeva-matrix-table td {\n  background-color: #f5f6f8;\n  color: #2d3136;\n}<\/p>\n<p>.veeva-2024 .button-secondary img {\n  background-color: #ee6a22;\n}<\/p>\n<p>.veeva-2024 .content-block__content .takeaway-box {\n  display: block;\n  border-left: 3px solid #ee6a22;\n  border-top-left-radius: 0px;\n  border-bottom-left-radius: 0px;\n  font-size: 20px;\n  width: 100%;\n  max-width: 550px;\n  margin-top: 40px;\n}<\/p>\n<p>.veeva-2024 .content-block__content .button-icon.button-icon--white {\n  background-color: #ee6a22;\n  margin-top: 5px;\n}\n<\/style>\n<h2>What is Send to Fax?<\/h2>\n<p>Send to Fax enables compliant information sharing from Vault CRM in fax-dependent markets (e.g., Germany). It supports consent management and enforcement, full delivery tracking, and token-enabled fax templates managed directly in Microsoft Word. Improve disjointed workflows with a single, audit ready process. No need to build an internal solution, or outsource fax to agencies.<\/p>\n<div class=\"gray-box\">\n   Up to <strong>30.000<\/strong> faxes per year free of charge<sup>1<\/sup>\n<\/div>\n<h2>Why is this important?<\/h2>\n<p>Send to Fax brings compliant, tracked, and personalized communication to markets reliant on fax technology. <\/p>\n<p>It moves the process inside your existing CRM platform, offering three major benefits.<\/p>\n<table class=\"veeva-matrix-table\">\n<tbody>\n<tr class=\"row-compliance\">\n<th scope=\"row\">Complete<br \/>Compliance<\/th>\n<td>Ensures all outgoing faxes respect captured consent preferences for the fax channel and adheres to regulatory requirements and GDPR.<\/td>\n<\/tr>\n<tr class=\"row-tracked\">\n<th scope=\"row\">Tracked Delivery<br \/>&#038; Usage<\/th>\n<td>Provides full delivery tracking and records every transaction. It also monitors usage, including the number of pages sent, against set limits.<\/td>\n<\/tr>\n<tr class=\"row-quick\">\n<th scope=\"row\">Quick &#038;<br \/>Personalized<\/th>\n<td>Allows end-users to select from pre-approved, token-enabled templates and easily personalize the content before sending, speeding up crucial communications.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>How is Send a Fax Used? <\/h2>\n<table class=\"veeva-matrix-table\">\n<tbody>\n<tr class=\"row-end-user\">\n<th scope=\"row\">End User <br \/>(e.g., Sales Rep)<\/th>\n<td>Saves time by selecting pre-approved, personalized templates and sending a fax instantly, all while adhering to the HCP&#8217;s consent status.<\/td>\n<td>Announce a rep visit, pharmacy promotions, seasonal greetings.<\/td>\n<\/tr>\n<tr class=\"row-fax-admin-user\">\n<th scope=\"row\">Fax Admin <br \/>User (e.g., Marketing\/Ops)<\/th>\n<td>Maintains control and consistency by creating, managing, and uploading approved fax templates directly in Microsoft Word, and monitoring overall usage.<\/td>\n<td>Managing all templates, ensuring all content is compliant, tracking total page usage.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Core Components &#038; Workflow<\/h2>\n<h3>01 | Content source<\/h3>\n<p>Documents are directly uploaded to <strong>Vault CRM<\/strong>, ensuring only approved materials are shared.<\/p>\n<p><img decoding=\"async\" style=\"border-radius: 25px;\" class=\"img-responsive mw-700\" alt=\"Core-Components-and-Workflow-in-³Ô¹Ï±¬ÁÏ-Vault-CRM\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2026\/06\/Core-Components-and-Workflow-in-³Ô¹Ï±¬ÁÏ-Vault-CRM.png\"><\/p>\n<h3>02 | Fax Templates: The Key to Efficiency<\/h3>\n<ul>\n<li>Templates are created in Microsoft Word by an admin.<\/li>\n<li>They use tokens (placeholders) that automatically pull in personalized information (like the HCP\u2019s name, or the user\u2019s signature) when sending.<\/li>\n<\/ul>\n<p><img decoding=\"async\" style=\"border-radius: 25px;\" class=\"img-responsive mw-700\" alt=\"Screenshot-of-³Ô¹Ï±¬ÁÏ-Vault-CRM-Software\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2026\/06\/Screenshot-of-³Ô¹Ï±¬ÁÏ-Vault-CRM-Software.png\"><\/p>\n<h3>03 | Simple Sending Process<\/h3>\n<ol>\n<li><strong>Select<\/strong> an approved template. Users can search, sort, and filter the list of templates, and preview a template by selecting the \u201cEye\u201d icon.<\/li>\n<li><strong>Confirm<\/strong> the recipient and fax number (the system automatically checks for valid consent).<\/li>\n<li><strong>Enter<\/strong> personalization details for any user input tokens.<\/li>\n<li><strong>Send Fax<\/strong> &#8211; a \u201cSent Fax\u201d record is automatically created for tracking.<\/li>\n<\/ol>\n<p><img decoding=\"async\" style=\"border-radius: 25px;\" class=\"img-responsive mw-700\" alt=\"Screenshot-of-³Ô¹Ï±¬ÁÏ-Vault-CRM\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2026\/06\/Screenshot-of-³Ô¹Ï±¬ÁÏ-Vault-CRM.png\"><\/p>\n<div class=\"takeaway-box cta-box\">\n<a style=\"color: black;\" href=\"\/hcp-engagement-solutions-with-veeva-vault-crm-suite\/\" target=\"_blank\" rel=\"noopener\"><\/p>\n<div style=\"float:right\" class=\"button-icon button-icon--white\"> <\/div>\n<div>\n<strong>Beyond Send to Fax, discover how ³Ô¹Ï±¬ÁÏ Vault CRM unifies a suite of integrated <span style=\"color:#ee6a22\">HCP engagement solutions<\/span> to streamline every customer interaction.<\/strong>\n <\/div>\n<p><\/a>\n<\/div>\n<p><footnotes><\/p>\n<hr>\n<p><sup>1<\/sup>Maximum of 3 pages per fax can be sent.<br \/>\n<\/footnotes><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bring compliant, tracked, and personalized information sharing to fax-dependent markets directly within ³Ô¹Ï±¬ÁÏ Vault CRM.<\/p>\n","protected":false},"featured_media":98834,"parent":0,"template":"","class_list":["post-98806","resources","type-resources","status-publish","has-post-thumbnail","hentry","resource-area-20-commercial","resource-product-20-approved-email","resource-product-20-crm","resource-type-innovation-guides"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/98806"}],"collection":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources"}],"about":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/types\/resources"}],"version-history":[{"count":1,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/98806\/revisions"}],"predecessor-version":[{"id":98807,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/98806\/revisions\/98807"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media\/98834"}],"wp:attachment":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media?parent=98806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}