DocuSign

Working with Private and Restricted Data

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Certain requirements are associated with forms that ask for private and restricted data. Remember to mask any restricted data (such as Social Security Number) and follow the requirements outlined in the Institutional Data Policy when downloading and storing forms with private or restricted data.

More information about the Institutional Data Policy be found at https://ocio.osu.edu/policy/policies/idp. Refer to Institutional Data Element Classification Assignments to determine whether the information you are collecting is classified as private or restricted data.

Envelope Expiration

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In DocuSign, envelopes not signed by their set expiration date will void and the sender will have to resend the envelope again. To avoid this it is important that the author or sender sets the expiration time to something that is sufficient enough for that form. The default expiration time is 120 days, but this can be changed in the ‘Envelope Settings’ area of the envelope or template. Reminder emails can be sent to signers warning them the envelope is about to expire.

Important: To allow DocuSign to send users reminders, the ‘Reminders Enabled’ box must be checked, as seen below.

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Reminder emails can also be sent to signers that they have a document waiting, either once or periodically, to keep the document moving through the approval process.

Senders can change the expiration time of the envelopes they are sending, but this will not change the expiration time on the original form template. If you are a sender and believe the expiration time of a form you regularly use is not sufficient, contact the author of the form to discuss increasing the expiration time.