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secured-field [2017/10/10 22:07]
mtariq
secured-field [2020/05/21 11:35] (current)
Mahender Bist [Secured Field Properties:]
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 ===== Secured Field Properties: ===== ===== Secured Field Properties: =====
-** Name(Optional) :** 
  
-This field is only required when you update this field value using eSign Genie API or Online Formsor want to view this field value in form reportor want to propagate same value to similar ​named fields.+** About Secured Field:** 
 + 
 +You can use secured fields when you require sensitive data like SSN, Credit Card, Bank Account Number, etc. You can mask the field information and prevent anyone from seeing the document or downloaded PDF after saving sensitive information. Based on your company settings, either the author of the document or secured field administrator can only view this information in a downloaded Excel report.  
 +In the company settings page, you can set ‘Restrict Secured Field Access to Authorized Users Only’ to Yes for only secured field admins to see. If you choose this option, you will need to enable the account users who are granted secure field access by updating user profile: Allow Secured Field Access’. If you don’t set these Account and user-level access profiles, the sender will get the access to secured fields by default via a report in an offline mode. 
 + 
 +** Name(Optional):​** 
 + 
 +This field is only required when you update this field value using eSign Genie API or Online Forms or want to view this field value in form report or want to propagate ​the same amount ​to similarly ​named fields.
  
 **• Description(optional):​** ​ **• Description(optional):​** ​
  
-You can provide any instructions or description ​for the field that will appear as a help tooltip when you hover over it while filling out.+You can provide any instructions or descriptions ​for the field that will appear as a help tooltip when you hover over it while filling out.
  
 **• Characters to Display (default is 0):** **• Characters to Display (default is 0):**
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 **• Party Responsible:​** **• Party Responsible:​**
  
-Select the party from the drop down which is responsible for filling this field.+Select the party from the drop-downwhich is responsible for filling this field.
  
 **• Value Mandatory:​** **• Value Mandatory:​**
  
-Selecting 'Value Mandatory'​ will highlight the field with a red border and the document recipient or signer MUST provide a value for this field while signing the document ​in order to complete the electronic signature process.+Selecting 'Value Mandatory'​ will highlight the field with a red borderand the document recipient or signer MUST provide a value for this field while signing the document to complete the electronic signature process.
    
  
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 **• Tab Order:** **• Tab Order:**
  
-Tab order is a numeric value to determine the order in which the fields are filled out during the document esigning process. As the name suggest, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in tab order.+Tab order is a numeric value to determine the order in which the fields are filled out during the document esigning process. As the name suggests, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in the tab order.
  
secured-field.txt · Last modified: 2020/05/21 11:35 by Mahender Bist