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Sent Email Record Status Remains as Saved_vod After Sending CRM Approved Email

  • Updated

Overview:

After sending an Approved Document to a Health Care Provider (HCP), the related Sent Email record Status remains as Saved_vod with the following error:  At least one associated document referenced is not in approved state: [Vault document URL].

Root Cause:

The related piece associated with the Approved Document is in an Expired state in Vault.

Solution:

There are two options in order to resolve this issue.

First option:

  1. Remove the associated related piece document in Vault from the Approved Document.
  2. Run Force Full Refresh on the Approved Email Administration page.

Second option:

  1. Set the Status of the related piece to Approved in Vault.
  2. Be sure that the {{PieceLink}} token is added to the Approved Document.
  3. Run Force Full Refresh on the Approved Email Administration page.

Related Documentation:

Vault Help Documentation: Relationship Types for Email Templates and Email Fragments

 

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