Conga Product Documentation

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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
  1. Click + and click Admin.
  2. Click New and type APTS_Protection in the Name field.
  3. In the Value field, enter 1 and click Save.
A new custom object record APTS_Protection is created.

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.

Tip:

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.