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How do I know if a contact has granted permission to track their document engagement?

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You can find out if a contact has granted permission to track document engagement from the Consents block in the contact record.

Follow these steps to view the Consents block:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts.
  5. Open a contact record.
  6. Click the Details tab on the right sidebar.
  7. Go to the Consents block.
  8. Check the Track My Document Engagement field.
    • The field value is set to Granted if the contact has granted permission. The field value is set to Not Granted otherwise.
To learn more about consents, click here.
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