What are the possible ways to resolve the following error? Error: At least one document included is not in approved state - When Sending an Approved Email in CRM.
There are three known causes of this error:
- When an email is sent, CRM does a realtime check of the status of the document in Vault. The document has to be unexpired in Vault. Or users need to sync to update to the new version of the Email Template.
- Another possible cause and solution is: In the Vault setup, the error occurs whenever Steady State is defined as anything other than Approved. Typically, Approved is the steady state. The Multi-channel (MC) Engine does not allow the sending of an email if the template, fragment, or any of the associated documents are not in a steady state.
- The field Allowed_Document_IDs_vod__c lists Vault Document IDs that can be selected for use with this template. These Document's listed in Allowed_Document_IDs_vod__c must be set to Approved in Vault.
CRM Help Documentation: N/A
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