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Why Document Type Task Assignment Notification Can Not Be Added in Vault Workflow?

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Overview:

From the Admin --> Configuration --> Email & Notifications pages, admins can view and edit messages that Vault sends to users as both emails and in-application notifications. Customers can customize the notification template as needed. Why can't document type notifications be added at a workflow task step?

Root Cause:

The workflow is a multi-documents workflow, which uses envelope-type notifications.

Only a single-document workflow can apply document-type notifications.

Solution:

Admins can follow the steps below to create Envelope-type notifications:

  1. Navigate to Admin --> Configuration --> Email & Notifications --> Notification Templates.
  2. From the Notification Templates page, click Create.
  3. Select Object.
  4. Select Envelop from the Create Object Message picklist. 
  5. Click Continue.
  6. Enter values in each field. 
  7. Click Save.

Related Documentation:

Vault Help Documentation: Create New Message Template

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