Participant

Answered

How do I remove sensitive information in a signed document?

Forum|Forum|8 years ago
December 23, 2017
3 replies
1431 views

I recently received a form that required I provide some sensitive information and then sign it.

I filled the information and signed it, incorrectly assuming that it was all protected.

When I received the email confirmation, I noticed that in plain view on the email was an image with the sensitive information visible.

The worst part is that clicking on the image displays the full form in Adobe Sign to anybody with the link.

I have asked the requesting party to delete the document and I have deleted it myself from my adobe sign account (it is no longer visible under manage).

However, the link sent with the confirmation email is still active (clicking on it continues to display the full document).

What can I do to make sure this data cannot be accessed going forward?

This topic has been closed for replies.

Correct answer ScottCarter

Greetings,

To have the file removed from the system, the sender of the agreement must have document retention installed.

Once that is in place, they can delete the file fully from the system.

More information on the document retention feature can be found here

B

brettlin

Participant

How about an answer to prevent this from happening in the future?

Email is not secure.

Having a signed document emailed me with a client's full social security number on it is unacceptable.

How can I simply be notified the document has been signed and then I come and log into my account to access the signed document?

S

ScottCarter

Participating Frequently

Greetings!

Field masking is available to all levels of service and is generally recommended for any field that contains sensitive personal information:

The content of the field can then be recovered by pulling a report of the individual agreement (on the Manage page) or, if a library template/widget has been used, through the reporting for the template (accessed on the template History tab on the Manage page).

Customers that have a multi-license service package (Team, Business, and Enterprise) can suppress the attachment of the completed form to the "Signed and Filed" email by having the Account admin edit the "Attach a PDF Copy of the signed document in emails" setting to not attach the PDF. Note: This setting cannot be edited if Document Retention is enabled.

S

ScottCarterCorrect answer

Participating Frequently

Greetings,

To have the file removed from the system, the sender of the agreement must have document retention installed.

Once that is in place, they can delete the file fully from the system.

More information on the document retention feature can be found here

Meenakshi_Negi

Legend

Hi Alejandroo,

Sorry for the delay in response.

Once you sign the form, the confirmation email sent to the sender and the signer.

This email will not be sent to anyone else if the sender has not set any other account for receiving the confirmation.

So, it cannot be viewed by anyone until you and the signer forward this link or the email.

Once the form is signed, it is saved on the server and cannot be deleted from there.

However, for future reference, you can ask the sender to set a password on the file before sending the form.

So, the form can be opened only by using the password.

Let us know if you have any questions.

Regards,

Meenakshi

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