FAQ

Required - How to secure PII or other sensitive data (i.e. Class 1)?
1. **** If you document contains and PII/sensitive data, it must contain the following custom field - Class 1 Data Indicator - it is a white text, thus invisible field - that indicates your document contains this data and is used for reporting purposes. You can add it anywhere in your document. (See image below.) Shared Templates being moved to production will not be approved without this field. ***
2. SSN - There is a saved field that hides the SSN in *********** you add to an envelop or template called SSN Hidden. To access it when creating an envelop or template, click the Custom Field Section and find the field named SSN Hidden. (See image below.) Only the sender of the initial document will be able to retrieve the actual SSN by viewing the document from within DocuSign.
3. You can cover any sensitive data field with asterisks (***) by clicking the Formatting field on the right menu. (See image below.) Only the sender of the initial document will be able to retrieve the actual data field by viewing the document from within DocuSign.
How do I get access to DocuSign?
Visit the Getting Started Page
What do I enter into the Jira ticket when requesting access to DocuSign?
You should enter the Permission set and any groups that you are requesting access to. If you are requested the Technical Designer access, you should explain the reasons behind needing this level of access.
Please visit the Permissions and Groups to see what types of DocuSign access exists and be sure to watch the training videos that correspond to those permission before requesting access.
How do I get help re-engineering a business process in our department to utilize the automation ability that DocuSign provides?
Please complete the Use Case form and attach it to a Jira ticket for DocuSign. The more information you can provide in this form the better we can assist you.
Where can I find additional DocuSign technical help that is not on this site?
In addition to the videos found on the Training page there is an abundance of support on DocuSign's support site at http://support.docusign.com.
If you cannot find what you are looking for, or need additional guidance, please contact LTS - Enterprise Systems at es-docusign-supp-list@lehigh.edu.