Protecting Sensitive DocuSign Data
你需要知道的
If you need to include sensitive information on a DocuSign form, please follow these guidelines to ensure the security of the information being shared.
- Hidden Text Fields – Sensitive data is replaced with asterisks
- Access Codes – authentication that requires any一个 viewing/signing a document to have an additional code before DocuSign will open the document.
谁有权访问
- 学生
- 教师
- 工作人员
你需要做什么
使用隐藏文本字段
This will replace the data entered with asterisks for any other viewers of the document other than the document owner (the person that sent the envelope) and the person that 输入数据. 这是DocuSign article on 如何使用隐藏文本.
如何隐藏文本
In an envelope or template, you can set a property on any Text field to hide the field data.
- In your envelope or template, place a text field on your document.
- Select the text field to open the properties panel.
- Expand the Formatting section.
- Mark the formatting option Hide text with asterisks.
- (Recommended) In the Data Label field property, replace the default value with a meaningful 名字. For example, "Card Number". This label is used to identify the hidden field data when you view or download it later.
- Finish adding the rest of your recipient fields and send your envelope or save your 一如既往的模板.
注意: Any data entered in the text field will be replaced with asterisks. 数据将 be concealed in the signing session and on the in-process and completed PDFs. 的 sender can view or download the 表单数据 for the envelope to reveal the hidden data.
使用存取码
Add access code authentication that requires any一个 viewing/signing a document to have an additional code before DocuSign will open the document. 这是DocuSign 关于如何 创建/使用访问码:
To add an access code for a recipient
- Add a recipient to a new document.
- Select "MORE" and select "Add access authentication".
- Select "Access Code" in the authentication drop-down and enter a code using alphanumeric
和特殊字符.
- Provide the code to your recipient. You can relay the code in any way that you wish, such as by ph一个 or in a separate email communication.
注意: Do not include the code in the document message, as this would reduce the security 代码的价值. When you send your document, the recipient must provide the access code in order to open the document.
成本 & 资源
No cost for approved 菠菜网lol正规平台 faculty and staff.
