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



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    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


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            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 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 ...
                                                                                                                                    • Negotiation Settings

                                                                                                                                      Set Negotiation Applicability Select the Admin tab at the top of the page. Select Contract Types from the left panel. Click to open the contract type that you want to configure negotiation. Select Contract Settings at the top of the contract type ...
                                                                                                                                    • Signature Settings

                                                                                                                                      Set Recipient Authentication Select the Admin tab at the top of the page. The Organization Info page will be displayed by default. Select Contract Settings under General from the left panel. Select Signature under Contract Settings. Choose either ...
                                                                                                                                    • Collaboration Settings

                                                                                                                                      Enable Track Changes for Collaborators Select the Admin tab at the top of the page. The Organization Info page will be displayed by default. Select Contract Settings under General from the left panel. Select Collaboration under Contract Settings. ...
                                                                                                                                    • General Settings

                                                                                                                                      Set Contract Schedulers' Time Zone Select the Admin tab at the top of the page. The Organization Info page will be displayed by default. Select Contract Settings under General from the left panel. Select General under Contract Settings. Choose your ...
                                                                                                                                      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