How to restrict Email Fragments in Vault?
In Approved Email, to restrict which email fragments a user may select for a given email template:
Use Related Email Fragments relationship type. Users can restrict email fragments by adding relationships between an email template and specific email fragments using this relationship type.
Use Restrict Fragments by Product document field for each email template. This field restricts the list of fragments that users insert into an email template, based on the Product specified for the email template.
- Vault Help Documentation: Restricting Email Fragments
- KB Article: How to Restrict CRM Email Fragments By Using Templates?
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