Configuring Agreement Document Protection
The document protection has following three phases:
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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.
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Defining Protection Password
Create a custom object record to define password protection for your document.
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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 |
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To enable document protection: |
Admin: Create, Edit |
To create an agreement protection: |
Agreement Protection: Create, Edit |