Hello ​@Pemsha,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.

The risk of not masking bank details includes:

• Phishing messages and impersonation calls.
• Potential fraud and scams.
• Violation of privacy and security.
• Potential legal consequences.

Benefits of masking bank details includes:

• Enhanced security and privacy by hiding or restricting sensitive personal information such as account numbers or credit card numbers.
• Prevention of unauthorized access to personally identifiable information (PII) and payment details.
• Preservation of data usability for critical operations like development and testing without compromising privacy or security.

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Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

I do have a follow up question.  The information we can mask are the document names and the subject line on the envelope, what we cannot mask are the documents themselves that have personal info.  Wouldn’t a fraudster be able look at the document as well or could they only see the document name and subject line of the envelope?

Thanks for your help in fully understanding.  

Sharon

Hello ​@Pemsha,

You can specify on the text field to “hide the text with asterisk” for sensitive data. This will conceal the specified fields on the document. The sender can view or download the form data for the envelope to reveal the hidden data.

This feature may need to be enabled by your DocuSign Administrator or may not be included in your DocuSign plan. For future reference, you may check this relevant article How to Hide Text.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

My question was more about if an email got compromised can the fraudster actually get to the document itself?  We can’t mask the info on the document because we wouldn’t be able to tell which account number the signature card was for and who’s SSN was used.  So are you saying even if we mask the document name and the subject field, the info on the document itself could be compromised?

Thanks, Sharon

Hello ​@Pemsha,

I just wanted to clarify that as a sender, what you can hide from your recipient’s view are sensitive information such as SSN, account number and etc., You have the option to mask it as asterisk, but you can definitely have the option to view those details on your end as “sender.” Please see relevant article How to Hide Text. The subject line and the document name will not be hidden as these will be the initial information your recipient will see when they receive the envelope they need to sign.

To secure and protect your document, we recommend you put ‘Recipient Authentication’ like Phone Authentication, SMS Authentication, and Knowledge-Based ID checks, so that, in the event that a fraudster will be able to get into your recipient's email, envelope will not be easily accessed because recipient may need to prove his/her identity prior accessing the envelope. You may check this relevant article Authentication Settings. 

For future reference you may check these related articles.
How to Hide Text
Authentication Settings
How to keep your agreements safe and secure when you’re working on-the-go

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue