Conga Product Documentation

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Setting Up Agreement Document Protection

System administrator must apply the appropriate settings before enabling the Agreement Protection; protection should be turned on and an unlock password must be created.

You can set up protection or restrict access to your document.

  1. Select the Agreement Protection tab.
    Agreement Protection page is displayed.
  2. Click New.
    Agreement Protection Edit page is displayed.
  3. Enter a description in the Description field.
  4. Enter profile name in the Profile Name field.
  5. Select an action from the Action drop-down list.
  6. Select Automatic from the Protection Type drop-down list.
  7. Select Insert comments and tracked changes only in the Protection Level picklist.
  8. Click Save.

You have enabled Track Changes for the generated Word document, which cannot be disabled by a user who will edit the agreement document unless the user enters the Unlock password which is set by the Administrator.