Conga Product Documentation

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Configuring Agreement Document Protection

The document protection has following three phases:

  • Enabling Document Protection

    To enable document protection, you must first create a custom object record. A custom object record stores information that is unique and important to you and your organization. For example, your organization may use a custom object called Quotes to store data for your company's sales quotes.

  • Defining Protection Password

    Create a custom object record to define password protection for your document.

  • 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.

User Permissions Needed

To enable document protection:

Admin: Create, Edit

To create an agreement protection:

Agreement Protection: Create, Edit