AssureSign supports the concept of merge fields which may be used to populate email notifications, DocumentTRAK notifications, or JotBlocks with document/envelope-specific data. There are two primary categories of merge fields in AssureSign:
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It is important to consider what types of data you may be passing in emails and DocumentTRAK web notifications. For example, personal customer information passed in a DocumentTRAK web notification should be sent only using a secure SSL (HTTPS) connection. What is important is that you analyze the data you are passing and sending and ensure that you are complying with your internal best practices on treatment of customer data.