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Workflow Hero

Is there a way to generate the entire Tax ID in a boarding sheet?

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We use drawloop to generate docusign documents and excel boarding sheets for loans we originate.

The boarding sheets contain sensitive information, including EIN (aka Tax ID) numbers for businesses. Until now the EIN appearing on the boarding sheet has been in XXXXX0000 format where only the last 4 numbers are visible. Is it possible to generate the whole EIN on the boarding sheet?

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Workflow Hero

Re: Is there a way to generate the entire Tax ID in a boarding sheet?

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Michael, it sounds like this field has been setup as a "concealed field".  You usually see this tax id or social security numbers.  Can you confirm you are using document template is either word or excel and you have a DocuSign custom tag in the document to capture the EIN?

Document Nerd
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Workflow Hero

Re: Is there a way to generate the entire Tax ID in a boarding sheet?

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I spoke to support since posting this. We're using Excel and the field we're capturing is an encrypted text field from Salesforce. I'm currently working with Salesforce to substitute the encrypted field for a standard text field. 

Thanks for the reply!

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