Read Only sections in generated documents during Review Process

Forum|Forum|1 year ago
December 2, 2024
1 reply
192 views

I have created a workflow where one of the steps is Send for Review where reviewer downloads the document and can make whatever changes they need. Instead of changing the whole document is there any way that only certain sections can be modifiable and remaining can be read-only.

Best answer by Pawan Gangwani

Hello @animish36

Welcome to the DocuSign Community!

I understand your concern, but DocuSign CLM offers the compare feature. if any user changes any language in template, then you can revert that using the compare feature. as far as i know you cannot make read only any paragraph or clause in template.

Outside the CLM if MS word can offer something like that not sure.

Thanks!

Pawan Gangwani

Answer

Hero

Hello @animish36

Welcome to the DocuSign Community!

I understand your concern, but DocuSign CLM offers the compare feature. if any user changes any language in template, then you can revert that using the compare feature. as far as i know you cannot make read only any paragraph or clause in template.

Outside the CLM if MS word can offer something like that not sure.

Thanks!

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