This feature requires configuration in PromoMats / MedComms. Integration users require Read permission to the Hide from CRM Library (crm_hidden__v) field on the Email Template and Email Fragment document types, and the field should be added to the Email Template and Email Fragment document types.

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission sets.
2. Select the appropriate permission set.
3. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	CRE	email_fragment__v email_template__v	hidden__v	Edit

4. Navigate to the Approved Email Administration page.

5. Select the Compare CRM to Vault button. Fields, including the hidden__v field, are mapped between Vault CRM and PromoMats / MedComms to ensure proper integration, but the display does not change.

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission sets.
2. Select the appropriate permission set.
3. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	R	email_fragment__v email_template__v	hidden__v	Read

Content creators can select the Hide from CRM Library (crm_hidden__v) field on Email Templates and Email Fragments when creating content in PromoMats / MedComms. When the content syncs to Vault CRM, this field maps to the hidden__v field on the corresponding approved_document__v records.

When the hidden__v check box is selected for an approved_document__v record, that Email Template or Fragment does not display in the Send Email screen when users compose Approved Emails from the following entry points:

• Accounts
• Calls
• CLM
• X-Pages

Templates and fragments marked as hidden do not display when end users access the Send Email screen.