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CLM for Salesforce

Configuring Agreement Document Protection

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PDF Security for Agreement Documents

Conga CLM uses Agreement Document Protection to help you protect your documents when they are generated in Microsoft Word format, but when you need to generate a PDF you may also wish to restrict editing. Fortunately, you can use a combination of Comply System and Admin properties to finely control restriction for agreement documents:

  • Generated in PDF format.
  • Checked-in from X-Author for Contracts as Final-to be signed with Create PDF attachment option selected.

Understanding PDF Security

When you enforce security on a PDF document, you typically have the option of enabling or disabling certain restrictions. To view the set of possible restrictions for a PDF from Acrobat Reader, go to File > Properties. You can view the current restrictions under "Document Restrictions Summary."



You can control the following document restrictions for PDFs generated in Conga CLM:

  • Printing
  • Changing the document
  • Content Copying
  • Document Assembly
  • Commenting
  • Filling of form fields
Tip: All generated PDFs user 128-bit AES encryption.

Defining Comply System Properties

  1. Go to Setup > Develop > Custom Settings.
  2. Click Manage next to Comply System Properties
  3. Click Edit next to System Properties and do the following:
    1. Select Enable PDF Security .
    2. Enter the desired value for PDF Owner Password.
    3. Click Save.

Defining Admin Properties

  1. Click the Admin tab.
  2. Select APTS_ComplyConfig and click Edit.
  3. Enter the following code between the <ComplyConfig> and </ComplyConfig> tags.
    <PDFSecurityDefault> <CanPrint>false</CanPrint> <CanCopy>false</CanCopy> <CanChange>false</CanChange> <CanAddNotes>true</CanAddNotes> <CanFillFields>true</CanFillFields> <CanAssemble>true</CanAssemble> </PDFSecurityDefault>

    By using the above code example, you can restrict the user from printing, copying, and modifying the PDF. To print, copy, and modify the PDF, the user must provide the password that you have configured in the comply system property. Depending on your requirement, you can adjust the field values.

  4. Click Save.
All generated PDFs will now have security enabled.
Administrator Guide
CLM

March 7, 2025