Creating Approved Email Fragments

  • Document Model

Approved Email fragments are HTML files that exist as Document records in Vault CRM. End users can select one or more fragments to add to an email, enabling greater flexibility and end user customization when composing emails.

Fragments display in the email in the order they are arranged by the end user.

Who can use this feature?

Viewing Email Fragment Requirements and Examples for

Uploading Fragments in Vault as