Download page Enabling PDF Security for Generated Proposal Documents.
Enabling PDF Security for Generated Proposal Documents
When you generate a quote in a pdf format, you can Enable PDF Security for the generated proposal document by following the configuration steps below:
To enable pdf security on the generated Quote/Proposal document
You must set up Proposal System Properties for this feature. Go to Setup > Develop > Custom Settings. Click Managenext to Proposal System Properties list, then click Editnext to System Properties and do the following:
All the tags defined over here are available in the ProposalConfigSchema static resource. To view this static resource, you may navigate to Setup > Develop > Installed Packages > Conga Proposal Management (Managed) > View Components > ProposalConfigSchema > View file.
Click Save.
The proposal document generated in PDF format will now be secured with the system password.