Folder Security
The following table represents typical Profile-based permission settings for folders used by Conga CLM. Security of any folder should be set according to the needs of your business and is independent of Agreement record security. Read further on this page for more discussion on security considerations for your folders, content repositories and records.
|
Profile |
Requestor/Approver |
Contract Creator/Negotiator |
Contract Manager |
Administrator |
|---|---|---|---|---|
|
Apttus Documents |
Read |
Read |
Read |
Read, Create, Edit, Delete |
|
Apttus Images |
Read |
Read |
Read |
Read, Create, Edit, Delete |
|
Apttus Email Templates |
Read |
Read |
Read |
Read, Create, Edit, Delete |
|
Apttus Temporary Email Templates |
Read |
Read |
Read |
Read, Create, Edit, Delete |
|
Agreement Report |
Read |
Read |
Read |
Read, Create, Edit, Delete |
|
Agreement Dashboard |
Read |
Read |
Read |
Read, Create, Edit, Delete |
Content Repositories
Following activation of an agreement, documents designated for content search are routed to a content repository. The default content repository for Apttus agreement documents is the Documents folder, but you can also configure the system to route these documents to any of the following:
- Content Libraries
- Chatter Feed (File Feed data store)
See Routing Documents to Content Libraries for more information on setting up alternate content repositories for your activated agreement documents.
Email Folders
Email templates and temporary email templates with Agreement attachments are stored in the Apttus Email Templates and Apttus Temporary Email templates folders. If you have integrated electronic signature functionality into your Conga CLM, the respective custom objects store the request and response information which might contain the contract documents. Because of this, access should be restricted to specified users and user groups, and external portal users should be explicitly restricted from accessing these folders.
