Overview:
The Send to CLM action is added as a User Action for Lifecycle states in the Binder Lifecycle. However, when selecting the action gear for a Multichannel Presentation binder, the action does not appear in the list. Why is this action not visible from this menu?
Root Cause:
As CRM publishing occurs at a slide level, the Send to CLM action may not be performed manually on a binder. Even if the user action is added to a Lifecycle state, this option does not appear in the menu.
Solution:
It is recommended to use the CRM Publishing tab to sync the documents all at once in Vault. Or, perform a Full Refresh in CRM.
Related Documentation:
Vault Integration Documentation: Configuring CLM Integration
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.