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CLM for Salesforce

Configuring Agreement Document Protection

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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.

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 picklist.
    Tip:

    You need to configure the Merge Documents option. It is not available by default in the Action picklist. 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/Regenerate actions.
  6. Click Save.
Administrator Guide
CLM

December 31, 2024