A CLM Presentation has a built-in script to launch Approved Email with a specific email template. The script is not functioning.
The Approved Email integration user and the end-user have no access to these fields.
Verify the following:
- Both the Approved Email integration and the end-user have access to the mentioned fields.
- The CRM-Vault Field Mapping for Approved Email is up-to-date.
- Both fields are populated on the Approved Document. If not, run a full refresh on the Approved Email Administration Console to populate these fields.
If there is any configuration change do the following:
- Clear Veeva cache.
- Perform a database refresh with the end-user on the Offline device.
CRM Help Developer Documentation: Get Approved Document CLM Function