Collecting SSN and Driver's License numbers using form

  • Cathy
    Asked on March 24, 2020 at 4:33 PM

    Hello, I am needing to collect Social Security and Drivers Licenses numbers from clients that are signed up under our Firm. I have created the form and have encrypted it using your encryption service. Is there anything I need to do next? Here is the page (linked below)

    Page URL: https://elevationcapitalstrategies.com/new-client-information/
  • John Support Team Lead
    Replied on March 24, 2020 at 4:46 PM

    Hello Cathy - You may collect SSN\Driver's License numbers either by adding the mandatory widgets (Terms and Condition/Signature field) or by encrypting the form.

    I can see that you already enabled encryption on this form so no need to add the widgets.

    I also suggest using a corporate domain for your account email instead of a free one.