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.
To enable document protection
- Click + and click Admin.
- Click New and type APTS_Protection in the name field.
- In the Value field, enter 1 and click Save.
After you have created a new custom object record, you can automatically associate the new custom object with another record if your administrator has defined relationships to other types of records.
When using Agreement Document Protection, inserting a clause via the Playbook will not be tracked as a redline in the document. However, when the document is checked in and reconciled, the added clause will be tracked via the Agreement Clauses related list.
