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Can Approved Email Documents in Vault be Published to CRM in Draft State?

  • Updated

Question:

Can Approved email documents (Email Template, Email Fragment) be published to a Sandbox CRM while in Draft status? 

Answer:

There is no action to publish documents to the Sandbox CRM environment in the Draft state. The user is required to change the state to Staged.

Related Documentation:

Vault Approved Email Documentation: Approved Email Lifecycle  

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