Contract Management now allows you to mark your agreement document as private from Conga CLM.
| User Permissions Needed |
|---|
| To enable agreements as private: | Agreement: Edit |
.You can select the Make this document private checkbox for any agreement document at the following actions in X-Author Contracts:
- Checking in an agreement document to Salesforce.
- Creating an offline agreement.
- Importing an Offline document.
Marking a document as private is a feature that must be extended by custom implementations to have any practical impact on the security of your agreement documents.
When you mark a document as private it sets the Is Private field for a specific record/action (Check In or Import Offline Agreement) of the Merge Event object to true. You can then use this flag to create custom triggers on the Agreement record for controlling permissions to your documents. You are encouraged to work with Professional Services to develop a solution for your private documents.
Private Indicator Properties
There are two Comply System Properties that control the availability and behavior of the option to make documents private from X-Author:
- Auto Enable Private Indicator – When this property is enabled, the Make this document private check box is automatically selected and cannot be deselected.
- Allow Private Selection Override – When this property is enabled, the Make this document private check box option can be overridden when Auto Enable Private Indicator is set to true.
Depending on how the above properties are configured, when you check-in or create offline agreements, you may notice the Make this document private option is already enabled and can or cannot be changed. The following table describes how the combination of properties affects your ability to make documents private during one of these actions.
| Auto Enable Private Indicator | Allow Private Selection Override | Available Action |
|---|
| FALSE | FALSE | Make this document private is not automatically enabled. You can enable this option during check-in or creation of an offline agreement. |
| TRUE | FALSE | Make this document private is automatically enabled. You cannot override the option for any document version. |
| TRUE | TRUE | Make this document private is automatically enabled. You can override the selected option for each document version. |
For more information on this feature, refer to Marking Agreement Documents as Private in the X-Author for Contracts documentation.