Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Lock Sections Within a Document

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Contracts

            Lock Sections Within a Document

            Template designers and contract authors can lock sections when they design the template and author the contract, respectively. Use the section lock feature to prevent unintended users from editing and deleting sections and their associated content, such as marked clauses and standard clauses. When an external or internal review is in progress, you can’t lock sections within that document.

            Before you begin: Template designers and contract authors need specific permissions for section access control. Your admin can assign these permissions through a permission set. See Configure Section Access Control Permissions in Salesforce Contracts.

            REQUIRED EDITIONS
            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            USER PERMISSIONS NEEDED
            To lock a section while designing a document template:

            Microsoft 365 Word Designer

            AND

            DocGen Designer

            AND

            Clause User OR Clause Designer
            To lock a section while authoring a contract document:

            Microsoft 365 Word Designer

            AND

            CLM Admin OR CLM Runtime User

            AND

            DocGen Designer

            AND

            Clause User OR Clause Designer

            For example, in a product sales contract, you can lock the warranty section to make sure that the terms and conditions of the warranty remain unchanged. Locking makes sure that specific sections of your contract remain unchanged, even when multiple parties are involved in the drafting, reviewing, and redlining of the contract. The document generated from a template that has locked sections automatically inherits the lock at the document level.

            Note
            Note Contract authors, internal reviewers, and external reviewers can’t edit or delete sections locked by template designers. However, contract authors who also have docgen designer permissions can unlock and edit sections that are locked for their profile during authoring flows, even when section-level access controls restrict those sections for the author’s base profile.
            1. Open a contract document or document template in the Microsoft 365 editor.
            2. From the Home tab, open the Salesforce Contracts for Word add-in.
            3. To lock a section, click Three dots to lock a section.and then click Edit Properties.
            4. Select Lock Section for Editing.
            5. Select the profiles that you want to provide edit access from Available and move them Selected.
              To prevent editing, you can lock this section.
            6. Save your changes.
              When a section is locked, a lock symbol Lock symbol appears next to the section.
             
            Loading
            Salesforce Help | Article