In the iRep Approved Documents or Documents tab, the user is able to view Vault content linked to an Approved Document (email template or email fragment) for preview purposes. What are the criteria for displaying Approved Documents in the Approved Documents tab?
Approved Documents display in the iRep tab only if they are synced down to the iPad and meet the following criteria:
- The Approved Document is associated with a product aligned to the user through My Setup
- The Status_vod of the Approved Document is Approved_vod (not Staged_vod)
- The Piece_Document_Id_vod reference is not NULL
- The Approved Document is either an Email Fragment or an Email Template
CRM Help Documentation: Previewing Rendered Approved Email Content
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