Document Protection Setup
You can restrict changes to contract documents for specific roles by making the documents read-only or enabling Track Changes in MS Word to capture any updates to the document.
For example, the Read Only protection level provides read-only access, while the Insert Comments and Track Changes Only level captures modifications made to the document generated by a specific user. In this case, a System Administrator can specify that a user with the Sales role 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.
When the protection levels are set up for different actions, the document is protected according to the protection type and the specified level.
You can view the protection type configured for different document actions for Contract Administrator and Contract Standard User roles.
You cannot configure protection setup for Generate Supporting Document and Regenerate actions. User Defined option is not applicable for Create Offline Contract and Import Offline Contract actions.
Applying an Existing Protection Type to Another Role
- From the Document Protection Setup page, click the More icon
for a document action.
- Select Apply to other roles to apply a document action to a role. Alternately, click the Apply to other roles button to apply all available document actions to a role.
- In the Select roles to apply settings pop-up, select roles.
- Click Apply.
Editing a Document Protection Setting
- For a document action, click the More icon (
) and select Edit.
- Select one of the following protection types:
- Click Apply.