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To create a new custom field:
To comply with Data Protection and Privacy requirements, an option to mark data as Personal Sensitive Data is provided to users with DPO Role. The data protection settings and user audit logs are only available to users who are assigned the Data Protection Officer (DPO) role. Only the DPO role can access Personally Identifiable Information (PII). PII data can be used to uniquely identify individuals and is thereby sensitive/protected data.
Only users with DPO role can:
Mark data as Personal Sensitive Data in Fields > Custom Fields
Export, update, or delete Personal Sensitive Data.
View customer and contact logs in Audit Trail. Changes made to fields marked as Personal Sensitive Data are tracked in Audit Trail.
Filter contracts containing sensitive personal data and Export the results from the Dashboard
Note: Contact CLM Support to assign the DPO role to a selected user. If the user is assigned a DPO role, then the user also inherits the Administrator role.