Private Mode is a function intended to hide an RSign transaction from all other users on the RSign system. This option is there to prevent Company Admins and Super Admins and RSign Support from viewing very sensitive or personal data. The need for this is dependent on the company or authorized users within the company.
Private Mode allows the RSign account holder to hide data related to a specific transaction from all other users within RSign. People who are restricted from viewing data include internal Customer Admins and RSign Support Staff. When Private Mode is enabled (set to "Y"), Only the individual RSign account holder who sent this transaction can download or view any documents from the transaction. Content that is hidden or masked from anyone but the original sender includes:
- The contract
- Signature certificate
- Email body
- The subject line
- The original uploaded document
- Any attachments
- All other downloadable content.
A significant amount of data found in the ENVELOPES tab corresponding to the specific RSign transaction will be hidden from all users except for the RSign account holder who sent this transaction. The hidden data includes:
- The subject line of the transaction
- IP addresses, and the username, (but not the domain name), of all email addresses
Data that is not hidden includes:
- The envelope code
- Envelope status
- Audit trail dates
- Email domains
- All envelope settings
You can find Envelope Settings within the specified envelope in the ENVELOPES tab> Envelope Settings > View Settings. Included with these viewable settings is the option "Private Mode" which can be viewed by Admins if necessary. Even if Customer Admins can not see any downloadable content or data sent using Private Mode, Customer Admins can know that the transaction was sent in Private Mode.
Once a transaction is sent with Private Mode enabled, the setting is final. Private Mode can not be turned off or reversed.
It is a good practice to have the company Customer Admin understand Private Mode and determine if Private Mode is necessary or desirable for their individual users or the company.
Please Note: Customer support respects and adheres to strict privacy standards regardless of settings. However, when the setting "Privacy Mode" is set to "Y", the level of help Customer Support can provide is significantly limited.
The SETTINGS tab should be available for all RSign® user roles (RPost® Super Admin, RSign Support, Customer Admin, and User). If you are an end-user, you will be able to change your PERSONAL settings. If you use an Admin enabled account, you can change both COMPANY and PERSONAL settings. The Settings Tab includes settings for Admin, Sending, Template, Storage, System, E-Disclosure, Advanced, and Privacy.
This setting, Private Mode, is available under both the COMPANY and PERSONAL tab. If you do not see the options described in this article and wish to add them, please contact your RPost sales or account manager to enable them.
From the HOME Tab, click The SETTINGS tab > Privacy
Private Mode has the following options and settings.
Display on Send Tab: The Active option is selected by default
- Active: Private Mode option will appear in the SEND tab.
- Disable: Private Mode option will be hidden and inaccessible in the SEND tab.
- View Only: Private option will be viewable in the SEND tab but can not be edited. This setting clarifies to the sender if the option is set to "N" or "Y".
Default Settings: Private Mode is set to "N" by default.
- N: There will be no restrictions on data displayed in the Envelopes tab. Transaction documents can be accessed and downloaded by administrators.
Example of what a Customer Admin will see with Private mode set to "N
- Y: Data displayed for this transaction will be limited to all users except the account holder/sender of the specific RSign envelope. Administrators can not access or download any contracts or processed content, including the contract, signature certificate, original document, attachments, or other downloadable content.
Example of what a Customer Admin will see with Private Mode set to "Y".