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Documents With Single-Doc Multichannel Publishing Function Set Does Not Sync From Vault to CRM

  • Updated

Overview:

A new Document Type is created with the Single-Doc Multichannel Publishing function in Vault. However, the documents with the new Document Type cannot be synced to CRM.

Root Cause:

This may occur due to new Document Type not being mapped to CRM.

Solution:

The CRM System Admin should follow the steps below to map the new Document Type from Vault to CRM.

  1. Open the CLM Administration tab.
  2. Click the View Map button at the front of the Vault Connection.

    View_Map.PNG

  3. Click the Compare CRM to Vault button.
  4. Select the Return to Previous Page link.

    Compare_CRM_with_Vault.PNG

  5. Click the Sync or Force Full Refresh button to sync the documents.

    Sync.PNG

Related Documentation:

CRM Help Documentation: Using Single Document Multichannel Publishing

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