To configure this feature:

1. Ensure Configuring Approved Email is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant users access to the following object control permissions:
   • Approved Document Preview object control permission on the Approved Document object
   • Sent Email Preview object control permission on the Sent Email object

Approved Document HTML Content

To add a section to Approved Document layouts that display a preview of the rendered HTML content:

1. Navigate to the appropriate Approved Document layout.

2. Hover over the empty space above or below a section until a blue plus icon displays.

3. Select the plus icon.

4. Select Insert Section in the dropdown menu.

5. Select Approved Document Preview in the Select Section Type window.

   

6. Select Continue.

7. Update the Section Label (optional). The default value is Approved Document Preview.

8. Select Done.

Sent Email HTML Content

To add a section to Sent Email layouts that display a preview of the rendered HTML content:

1. Navigate to the appropriate Sent Email layout.
2. Hover over the empty space above or below a section until a blue plus icon displays.
3. Select the plus icon.
4. Select Insert Section in the dropdown menu.
5. Select Sent Email Preview in the Select Section Type window.
6. Update the Section Label (optional). The default value is Sent Email Preview.
7. Select Done.

Select an Approved Document or Sent Email record and scroll to the preview section to view the HTML content.