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Set Field-Level Security for Document Type in Salesforce Contracts
Set the field-level security for the Document Type field so that users can view generated documents in the document viewer.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
|---|---|
| To set field-level security for document type: | CLM Admin User |
- From Setup, go to Object Manager.
- In the Quick Find box, enter Contract Document Version, and then click Contract Document Version Content Document.
- Click Fields & Relationships, and then click Document Type.
- Click Set Field-Level Security, and then select Visible for all the profiles that use the contract document generation feature.
- Save your changes.
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