Skip to main content
Question

Redaction document without miss compliance

  • February 7, 2025
  • 1 reply
  • 67 views

Forum|alt.badge.img

I am reaching out to clarify whether it is possible to download signed documents via the DocuSign API without encryption or without copy restrictions, as we need to automate the process of redacting (blacking out) confidential information** in these documents.  

Our current workflow involves receiving signed documents from clients, but they appear to be encrypted or restricted, preventing us from copying or modifying the content. Great!

We need to automate the redaction of specific sensitive information before distributing the documents internally.  

Could you confirm:  
1. Is there an option to download the document without encryption or restrictions via the API?
2. If encryption is enforced, is there an official way to process and automatically redact specific content while maintaining compliance?
3. Are there any recommended best practices, tools, or integrations within DocuSign that support automated redaction of signed PDFs?

We are looking for a scalable and compliant solution to integrate into our workflow. Any guidance would be greatly appreciated.  

1 reply

Forum|alt.badge.img+4

Hi ​@tpires01,

I hope the answers below offer helpful guidance for the solution you're trying to achieve.

  1. Is there an option to download the document without encryption or restrictions via the API?

No, by default, Docusign provides full document encryption to ensure the privacy of your data. This means that the downloaded documents will be encrypted and may have copy restrictions in place.

  1. If encryption is enforced, is there an official way to process and automatically redact specific content while maintaining compliance?

Yes, Docusign provides the option to redact personally identifiable information from the documents. When the "Redact personally identifiable information" option is selected, Docusign automatically replaces fields that store personal data with the text "Redacted." This helps to maintain compliance and protect sensitive information.

  1. Are there any recommended best practices, tools, or integrations within Docusign that support automated redaction of signed PDFs?

Docusign does not provide a built-in feature for automated redaction of signed PDFs. However, you can use third-party tools or integrations to achieve this. There are various PDF redaction tools available in the market that can be integrated into your workflow to automate the redaction process. It is recommended to explore these tools and choose the one that best fits your requirements and compliance needs.

Please note that it is important to ensure that any redaction process you implement complies with relevant privacy and data protection regulations.


Reply