Publishing Method for Email Fragments
To understand the distribution of manually uploaded and auto-published email fragments synced from Vault, Vault CRM Admin users can view the publish method, which displays how email fragments were created. Users can auto-publish Approved Email fragments in bulk from Veeva Vault. In Vault CRM, admins can view the publish method of email fragments in Approved Documents.
To distinguish between the auto-published and user-generated Email Fragments in Vault CRM, open the Approved Documents in the browser and view the Publish Method value.
Publish Method values:
- Vault Auto Published - Email Fragments that are auto published in Vault and then synced to Vault CRM
- Vault User Published - Email Fragments that are user generated in Vault and then synced to Vault CRM, Email Templates synced from Vault
An organization may decide to make all of their content in Vault available to send via Approved Email. A Vault Admin uses a bulk process to select which documents are available for Approved Email, and a Vault process automatically creates email fragments based on pre-set rules. When the email fragments get synced to Vault CRM via AE sync, end users are able to see those email fragments in Approved Email, with a Publish Method set to Vault Auto Published.
Who can use this feature?
- Browser Users
- Users require an Approved Email license
- Integration Users, Content Admin Users
Integration Users
