Ssn Card Template

By | October 24, 2021


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As a DocuSign Sender requesting PII (Personally identifiable Information) or FERPA (Family Educational Rights and Privacy Act) abstracts in a DocuSign envelope, you accept a albatross to assure this abstracts aloft its accumulator aural DocuSign and to ensure alone the adapted parties accept admission to this envelope data.

This albatross includes the affirmation that adapted appearance or ambuscade of advice that is advised PII or FERPA adequate occurs back appliance DocuSign.  This includes PII or FERPA adequate abstracts as allotment of an alone acreage such as Social Security Number or in aggregate with added Almsman abstracts such as Full GID back in aggregate with Full Name.

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The Sender responsibilities are categorical beneath the three methods of accession PII or FERPA abstracts aural DocuSign.

When utilizing either the DocuSign appliance or any DocuSign integrations (Outlook or Word) the architect or architect of an envelope, the alone selecting “Send an Envelope”, is advised the “Sender” of that envelope.   The “Sender” is amenable for appliance the “Hide argument with asterisks” affection on any Argument acreage added to the certificate that may appeal PII or FERPA adequate data.

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Templates can be created by any DocuSign User with the adapted permission. Templates can additionally be aggregate amid DocuSign Users.  Back you baddest the “Use Template” advantage you are initiating an envelope and you become the envelope “Sender”. Depending on the accomplish taken and permissions accepted to DocuSign Users the Template may be belted to modification. As a “Sender” you are amenable for ensuring that the “Hide argument with asterisks” affection is enabled on any Argument acreage added to the certificate that may appeal PII or FERPA adequate data. This may crave testing the adapted argument fields to ensure abstracts is masked with astericks or contacting the Template buyer to ensure PII or FERPA requested abstracts is protected.

Powerforms are created based off a DocuSign Template. The Template buyer is adapted to be the absence DocuSign Powerform “Sender”.  The Powerform buyer or a DocuSign Admin are accustomed to change the “Sender” of a Powerform as required.  Back appliance a DocuSign Powerform with PII or FERPA adequate data, if astericks do not arise in the acreage that should be protected, aloft tabbing or selecting addition field, again the Powerform buyer should be contacted to ensure adapted safeguards are in abode on the Powerform.

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The DocuSign “Attachment Tag” should never be provided on a certificate if the absorbed is to appeal an angel or book that contains PII or FERPA adequate information. Attachments added via the Attachment tag, by a recipient, cannot accept PII or FERPA abstracts masked aural the absorbed angel or file.

 DocuSign accessories analogue the action for Abstracts Appearance PII and FERPA as able-bodied as how to see this masked data.

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No Almsman Attachment tags are accustomed in the envelope that would accommodate an angel of a certificate with PII or FERPA data

David SchmitzApplication Workflow and Support AnalystUniversity Advice Technology(406) 994-2234[email protected]

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