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CLM for Salesforce

Configuring Agreement Document Protection

Setting Up Agreement Protection

To restrict what specific profiles can and cannot do with generated documents, you can protect it either by making it read-only or enabling track changes to capture any updates on the generated document.

For example, specify a Sales User who can generate or re-generate a document but when editing or forwarding it to a customer, track changes are enabled.

When the protection levels are setup at for different actions, the document is protected according to the protection type and the specified level.

Tip: To enable Agreement Protection, ensure that you set up the Admin entries for APTS_Protection and APTS_Password prior to defining the Agreement Protection.

Setting Up Agreement Protection

To restrict what specific profiles can and cannot do with generated documents, you can protect it either by making it read-only or enabling track changes to capture any updates on the generated document.

For example, specify a Sales User who can generate or regenerate a document but when editing or forwarding it to a customer, track changes are enabled.

When the protection levels are setup at for different actions, the document is protected according to the protection type and the specified level.

Tip: To enable agreement protection, ensure that you set up the admin entries for APTS_Protection and APTS_Password prior to defining the agreement protection.
To setup agreement protection
  1. Click + and click Agreement Protection.
  2. Click New.
  3. Enter Description and Profile Name.
  4. Select an action from the Action drop-down list.

    Action

    Description

    Preview AgreementYou can preview an agreement before generating a document from a template.
    Generate AgreementYou can generate an agreement document using an existing template.
    Auto Generate AgreementYou can automatically generate an agreement after selecting a template.
    Generate Supporting DocumentYou can generate supporting agreement documents using a different template.
    Regenerate AgreementYou can regenerate an agreement document using an existing template.
    Create Offline AgreementYou can import agreement details from a third-party document to create an agreement.
    Import Offline AgreementYou can import a third-party document into an existing agreement.
    Save Internal VersionYou can save a document with redlines.
    Save External VersionYou can save a document without redlines.
    Save Final VersionYou can save the final version of a document without redlines and in PDF format.
    Send to Other Party For ReviewYou can send agreement documents to stakeholders for review.
    Send to Other Party For SignaturesYou can send reviewed agreement documents to stakeholders for signatures.
    Merge DocumentsYou can combine multiple documents into a single document.
    Tip:

    You must configure the Merge Documents option. It is not available by default in the Action drop-down list. Navigate to Setup > Object Manager > Agreement Protection > Fields & Relationships > Action. In the Values section, click New and enter Merge Documents.

  5. Select one of the following protection types:
    • Ignore: With this option, protection settings can be by-passed.
    • Prompt: With this option, protection level can be selected at the generation time.
    • Automatic: With this option, protection level has to be selected at the configuration time.You can define protection level for the Automatic option. Following are the protection levels for the Automatic protection type:
      • Full access: This option provides complete access to a user's profile to perform the selected action.
      • Insert comments and tracked changes only: This option allows a user's profile to insert comments in the agreement document along with tracking the changes made by any other user.
      • Insert comments only: This option allows a user's profile to insert only comments in the agreement document.
      • Fill in form fields only: This option allows a user's profile to only fill in the form fields inside the agreement document.
      • Read only: This option gives only the read access to the user of the entered
    • Unprotect: With this option for the selected action, the password protected document can be unprotected for certain actions, provided the password is same as the one set in the admin object properties.
    Tip: This option is not available for generate or regenerate actions.
  6. Click Save.
Administrator Guide
CLM

February 11, 2025