Data Protection Settings

Data Protection Settings

Enable Data Protection

  1. Select the Admin tab at the top of the page. 
  2. Select Data Protection from the left panel. 
  3. Enable Data Protection.
  4. Select the fields that will store the personal data of your counterparty contacts by checking them in the Personal Data Fields section. 

          













Once the data protection setting is enabled, users will be able to manage data subject requests such as to stop processing a counterparty's contact information or to anonymize the contact's personally identifiable information upon deletion. 

Note: 

    1. The fields that you select under the Personal Data Fields section will be considered as containing personally identifiable information by Zoho Contracts. By default, the Full Name field is set as a personal data field. 
    2. Only the values in the personal data fields will be anonymized when you anonymize and delete a contact. 


Restrict Export of Counterparties and their Contacts

  1. Select the Admin tab at the top of the page. 
  2. Select Data Protection from the left panel. 
  3. Enable Restrict non-admins from exporting the Counterparties and their Contact details in the Personal Data Handling section.


Non-admin users cannot download the contacts of a counterparty or an individual counterparty's details. 

Note: You can only restrict non-admins from exporting counterparties and their contacts if the Data Protection setting is enabled. 

Stop Data Processing of Counterparty Contact

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty which contains the contact you want to stop data processing for
  3. Select the Contacts tab in the counterparty details panel on the right. 
  4. Click More  on the contact card you want to stop processing data for, then choose Stop Processing Data


Note:

    1. The contact will be removed from the list of negotiators from contracts in which they are one of the negotiators.
    2. The contact will not have access to any contracts pending negotiation.
    3. If the contact is the counterparty's primary contact in a contract and the contract is in the In Negotiation - Review Pending stage, the negotiation will be automatically recalled. 
    4. The contact will be removed from the list of signers from contracts in which they are one of the signers, and the signature will be recalled for contracts in the Signature Pending stage. 
    5. If the contact is the counterparty's primary contact in a contract, the contact will be removed from the Summary tab in the contract details panel.
    6. The contact will not receive any further communication from Zoho Contracts. 
    7. The contacts for which data processing has been stopped will be marked withstop symbol  on their contact card in the counterparty details panel.

 


Resume Data Processing of Counterparty Contact


  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty which contains the contact you want to stop data processing for
  3. Select the Contacts tab in the counterparty details panel on the right. 
  4. Click More  on the contact card you want to resume processing data for, then choose Resume Processing Data


Anonymize and Delete Contacts

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty which contains the contact you want to stop data processing for
  3. Select the Contacts tab in the counterparty details panel on the right. 
  4. Click More  on the contact card that you want to delete, then choose Delete.
  5. Check the Anonymize the contact's data checkbox in the delete confirmation pop-up, then click Anonymize and Delete


Note:

  1. The personally identifiable information of the deleted contact will be anonymized, and the contact will be displayed as Anonymized user <n> wherever it is shown: such as the ActivityNegotiation, and Signature tabs in the contract details panel, any notifications, User Activity section, and the Reports modulen represents an ordinal number, which will be assigned to each anonymized contact in the order they are anonymized
  1. The contact will be removed from the list of negotiators from contracts in which they are one of the negotiators.
  2. The contact will not have access to any contracts pending negotiation.
  3. If the contact is the counterparty's primary contact in a contract and the contract is in the In Negotiation - Review Pending stage, the negotiation will be automatically recalled. 
  4. The contact will be removed from the list of signers from contracts in which they are one of the signers, and the signature will be recalled for contracts in the Signature Pending stage.
  5. If the contact is the counterparty's primary contact in a contract, the contact will be removed from the Summary tab in the contract details panel.

    Disable Data Protection

  1. Select the Admin tab at the top of the page. 
  2. Select Data Protection from the left panel. 
  3. Disable Data Protection.


Once the data protection setting is disabled, users will no longer be able to manage data subject requests. 


Note: Any counterparty contacts which you stopped data processing for will remain stopped. You can resume data processing for these contacts at any time


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Data Protection Overview

                                                                                                          Data protection regulations like the GDPR and CCPA are more prevalent than ever before. These regulations govern how businesses store, manage, share, and transfer data. Failure to comply with applicable regulations can have severe consequences. Since ...
                                                                                                        • Data Encryption

                                                                                                          Data encryption is a way to safeguard personal or sensitive information, such as phone numbers, passwords, etc., that are stored in the Zoho Contracts database and file system. It prevents the data from being stolen or lost by converting the plain ...
                                                                                                        • Tailor the Settings as per Your Needs

                                                                                                          After completing the product tour, you will see the seven steps listed in the Quick Setup section. Complete these seven steps to set up your account and start creating your first contract. Add Organization Info Configure E-Signature Invite Users to ...
                                                                                                        • Zoho Contracts Overview

                                                                                                          Zoho Contracts is an advanced Contract Lifecycle Management (CLM) software to simplify the contract lifecycle for businesses of all sizes. With its intuitive interface and powerful features, Zoho Contracts streamlines the entire contract lifecycle ...
                                                                                                        • Updating Zoho Contracts Extension in Zoho CRM

                                                                                                          To ensure that your Zoho Contracts extension in Zoho CRM is up to date: Log in to your Zoho CRM account. Click Settings in the top-right corner of the page. Select Zoho from the Marketplace section. Click Configure under the Zoho Contracts extension, ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources