Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/CRMAutoPublishingFragments.htm

## CRM Auto-Publishing for Email Fragments

Content Creators can upload content directly to Vault CRM so that end users can add the content as a fragment when they create Approved Email messages. Some content may not require medical, regulatory, or legal review in PromoMats or MedComms; for example, a holiday greeting, a logistical document, or an agenda.

For example, a Content Creator can upload content for a holiday greeting message and enable it as an email fragment for Approved Email. End users can then open Approved Email, see the holiday greeting message as a fragment, and add it to an email message. When HCPs receive the email containing the message, they can select a link to view the greeting.

Content creators upload the content and associate it with a Veeva Content record. Vault CRM automatically publishes the content through a Veeva Distribution record and enables it for end users as an Approved Document email fragment.

**Who can use this feature?**

* Content Creators — Browser
* [Publishing Content to Vault CRM and Enabling it as a Fragment](#Publishing)
* [Customizing the Styling of Fragment Content](#Customizing)
* [Expiring Auto-Published Fragments](#Expiring)
* End Users — iPad, iPhone
* [Sending Auto-Published Fragments](#Sending)
* Users require an Approved Email license

### Configuring Auto-Publishing for Email Fragments for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Integration Users](#)

#### Configuring Approved Email Integration Users

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

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | R | email\_fragment\_\_v | * veeva\_content\_\_v * publish\_method\_\_v | Read |
   | veeva\_content\_\_v | R | veeva\_content\_\_v | * content\_status\_\_v * publish\_for\_approved\_email\_\_v * product\_\_v * detail\_group\_\_v * display\_name\_\_v * description\_\_v * language\_\_v * allow\_source\_download\_\_v * status\_details\_\_v | Read |
   | veeva\_distribution\_\_v | R | crm\_content\_\_v | * allow\_source\_download\_\_v * cdn\_status\_\_v * cdn\_path\_\_v * cdn\_path\_contains\_org\_\_v * content\_status\_\_v * distribution\_channel\_\_v * file\_extension\_\_v * file\_name\_\_v * file\_size\_\_v * file\_type\_\_v * last\_processed\_date\_\_v * last\_published\_file\_\_v * last\_published\_version\_\_v * processing\_status\_\_v * status\_details\_\_v * veeva\_content\_\_v | Read |
   | sent\_fragment\_\_v | R | sent\_fragment\_\_v | * sent\_veeva\_content\_\_v | Edit |
   | email\_activity\_\_v | CRE | veeva\_content\_player\_activity\_\_v | * media\_type\_\_v * duration\_\_v * video\_start\_time\_\_v * video\_last\_viewed\_time\_\_v * video\_total\_time\_spent\_\_v * video\_length\_\_v * page\_number\_\_v | Edit |

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature:

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

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | CRE | email\_fragment\_\_v | * approved\_document\_status\_\_v * detail\_group\_\_v * document\_description\_\_v * email\_fragment\_html\_\_v * language\_\_v * product\_\_v * publish\_method\_\_v * veeva\_content\_\_v | Edit |
   | veeva\_content\_\_v | CRE | veeva\_content\_\_v | * content\_status\_\_v * publish\_for\_approved\_email\_\_v * product\_\_v * detail\_group\_\_v * display\_name\_\_v * description\_\_v * language\_\_v * allow\_source\_download\_\_v * status\_details\_\_v | Edit |
   | veeva\_distribution\_\_v | CRE | crm\_content\_\_v | * distribution\_channel\_\_v * processing\_status\_\_v * related\_object\_name\_\_v * related\_object\_record\_id\_\_v * related\_attachment\_id\_\_v * veeva\_content\_\_v | Edit |
   | * allow\_source\_download\_\_v * cdn\_status\_\_v * cdn\_path\_\_v * cdn\_path\_contains\_vault\_id\_\_v * content\_status\_\_v * file\_extension\_\_v * file\_name\_\_v * file\_size\_\_v * file\_type\_\_v * last\_processed\_date\_\_v * last\_published\_file\_\_v * last\_published\_version\_\_v * status\_details\_\_v | Read |
5. Navigate to **Admin > Configuration > Objects > Veeva Distribution > Object Types > CRM Content > Distribution Channel**.
6. Select **Edit**.
7. Move **Published\_Content** into the Selected Values area in the Picklist values section.
8. Select **Save**.
9. Navigate to **Objects > Approved Document > Object Types > Email Fragment > Publish Method**.
10. Select **Edit**.
11. Move **CRM\_Auto\_Published** to the Selected Values area in the Picklist values section.
12. Select **Save**.
13. Verify content creators have a Full User license to the Approved Email application in Vault CRM. For details, see [Designating Content Admins](../ConfiguringAE/AEConfigAdmins.htm#Designating).

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

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

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | R | email\_fragment\_\_v | * veeva\_content\_\_v * publish\_method\_\_v | Read |
   | veeva\_content\_\_v | R | veeva\_content\_\_v | * content\_status\_\_v * publish\_for\_approved\_email\_\_v * product\_\_v * detail\_group\_\_v * display\_name\_\_v * description\_\_v * language\_\_v * allow\_source\_download\_\_v * status\_details\_\_v | Read |
   | veeva\_distribution\_\_v | R | crm\_content\_\_v | * allow\_source\_download\_\_v * cdn\_status\_\_v * cdn\_path\_\_v * cdn\_path\_contains\_vault\_id\_\_v * content\_status\_\_v * distribution\_channel\_\_v * file\_extension\_\_v * file\_name\_\_v * file\_size\_\_v * file\_type\_\_v * last\_processed\_date\_\_v * last\_published\_file\_\_v * last\_published\_version\_\_v * processing\_status\_\_v * related\_object\_name\_\_v * related\_object\_record\_id\_\_v * related\_attachment\_id\_\_v * status\_details\_\_v * veeva\_content\_\_v | Read |
   | sent\_fragment\_\_v | R | sent\_fragment\_\_v | * sent\_veeva\_content\_\_v | Edit |
   | email\_activity\_\_v | R | veeva\_content\_player\_activity\_\_v | * media\_type\_\_v * duration\_\_v * video\_start\_time\_\_v * video\_last\_viewed\_time\_\_v * video\_total\_time\_spent\_\_v * video\_length\_\_v * page\_number\_\_v | Read |

### Using Auto-Publishing for Email Fragments as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

#### Publishing Content to Vault CRM and Enabling it as a Fragment

Content Creators can upload and publish content to Vault CRM and enable it as an Approved Email fragment:

1. Create a **Veeva Content** record.
2. Select **Save**.
3. Upload the content as an attachment file in the **Attachments** section. The HCP Content Player displays a preview of the following file types:
   * Image (.gif, .jpeg, .jpg, .png)
   * Video (.mov, .mp4)
   * PDF (.pdf)

   File uploads for Approved Email Fragments are limited to 700MB. This differs from the 4GB limit of Vault Attachments.
4. Select a product in the **product\_\_v** field.
5. Select a detail group in the **detail\_group\_\_v** field, if applicable.
6. Enter a name for the content in the **display\_name\_\_v** field. This text displays as the content's name in the Approved Email message. This field is optional. If this field is not populated, the name defaults to the value of the Name field on the veeva\_content\_\_v object.
7. Access the newly created Veeva Content record.
8. Select **approved\_\_v** from the content\_status\_\_v picklist.
9. Select the **publish\_for\_approved\_email\_\_v** checkbox to create an email fragment pointing to the content.

   If [Content Groups](../../CLM/ManagingContent/ContentAlignment.htm) are enabled, create a corresponding Content Group Content record for the CRM auto-published email fragment.
10. Select **Save**.

For unsupported file types, the content does not render. The recipient is instead shown the option to download the content if allow\_source\_download\_\_v is enabled.

**Optional Configuration**

1. Select a language in the **language\_\_v** field for the content. This language displays as the fragment's language when end users compose email messages.
   See [Defining the Language of Approved Email Content](../ManagingContent/Language.htm) for more information.
2. Enter a description in the **description\_\_v** field. This text displays as the fragment's description when end users compose email messages.
3. Select the **allow\_source\_download\_\_v** checkbox to display a Download button in the rendered content that enables email recipients to download the source content.

#### Customizing the Styling of Fragment Content

By default, Approved Email inserts [fragments](../InitialConfig/Components.htm) as a snippet of HTML containing an icon of the content's file type and a hyperlink to the uploaded content.

![](../../../../Resources/Images/Multichannel/ApprovedEmail/ContentCreation/CRMAutoPublishedFragmentLink.jpg)

Content Admins can customize the styling of the HTML snippet by adding the following CSS class selectors to the <style> tag of the Email Template that contains the {{insertEmailFragments}} token:

* .ae-dynamic-email-fragment – Controls the overall style of the table that contains the HTML snippet(s)
* .ae-dynamic-email-fragment td – Controls the overall style of the table cells
* .ae-dynamic-email-fragment td.file-type-icon – Controls the style of the specific table cell containing the file type icon
* .ae-dynamic-email-fragment td.file-name – Controls the style of the specific table cell containing the file name
* .ae-dynamic-email-fragment a – Controls the style of the file link
* .ae-dynamic-email-fragment a:link – Controls the style of the unvisited file link

#### Expiring Auto-Published Fragments

Content creators can expire a fragment by updating one of the following fields:

* content\_status\_\_v - Update to expired\_\_v
* publish\_for\_approved\_email\_\_v - Update to FALSE

Auto-published fragments expire when the content record they are associated with expires. The application also removes the expired fragments from the CDN.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

#### Sending Auto-Published Fragments

End Users can send published CRM content to accounts by adding the fragments to their approved email templates when composing email messages. CRM auto-published email fragments are enabled for users alongside the fragments from PromoMats/MedComms. See [Email Fragments](CreatingAEFragments.htm#EmailFragments) for more information.

The fragment displays in the preview of the Approved Email message.

![](../../../../Resources/Images/Multichannel/ApprovedEmail/ContentCreation/CRMAutoPublishedFragmentiPad.png)

Users can preview email fragments by selecting the document link in Preview mode.

Vault CRM does not track any activity users perform on links while previewing the fragment. The application prevents users from downloading the content while previewing as well.

When recipients select the link to the fragment in the Approved Email message, the content displays in the HCP Content Player. For information on how content renders and is tracked in the HCP Content Player, see [Using the HCP Content Player](../../Engage/Share/HCPContentPlayer.htm).

Versioning is not available for auto-published email fragments.

### Related Topics

[Tracking Approved Email Activity](../ReportAE/TrackingActivity.htm)

[Creating Approved Email Fragments](CreatingAEFragments.htm)