This topic describes the use case for setting up an agreement document protection.

This use case gives one example on how to set up protection level for a document and restrict action levels of a specific user. You might use this functionality differently, depending on your business case.

This use case describes how to set up protection level for a document and restrict action levels of a specific user. For example, the Read Only protection level provides read-only access, while the Insert Comments and Track Changes Only level captures modifications made in the document generated by a specific user.

In this case, a System Administrator can specify that a user with the Sales profile is allowed full document access when generating or re-generating a document, but Track Changes is enabled when the user sends a document for review.

Prerequisites:

System Administrator must apply the appropriate settings before enabling the Agreement Protection; protection should be turned on and an unlock password must be created.

To set up protection or restrict access to your document, please perform the following steps:

  1. Select the Agreement Protection tab.
    Agreement Protection page is displayed.
  2. Click New.
    Agreement Protection Edit page is displayed.
  3. Enter a description in the Description field.
  4. Enter profile name in the Profile Name field.
  5. Select an action from the Action drop-down list.
  6. Select Automatic from the Protection Type drop-down list.
  7. Select Insert comments and tracked changes only in the Protection Level picklist.
  8. Click Save.


Result:

You have enabled Track Changes for the generated Word document, which cannot be disabled by a user who will edit the agreement document unless the user enters the Unlock password which is set by the Administrator.