Enabling Document Protection
- Click + and click Admin.
- Click New and type APTS_Protection in the Name field.
- In the Value field, enter 1 and click Save.
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.
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.