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Articles tagged "security" returned 23 results.

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Using Secure Notes

Introduction to Secure notes The Secure Notes feature allows a user to create a note with an additional layer of security. The body of the note is recorded in the...

Configure Secure Fields

The Secure Field option in Gold-Vision is provided to add a layer of security to the information held in the field. The information entered in this type of field is...

What’s New in Gold-Vision 8

...can use out of the box, or tailor to meet your needs and match your branding style. User authentication is built into the portals for security, and single sign-on allows...

Adobe Sign Integration Overview

...receive documents with confidence. Your Adobe Sign integration is fully compliant with all of the latest legal, industry, and security requirements from around the world, such as using two-factor authentication...

Setup GDPR In Gold Vision

...marked as either “Personal” or “Sensitive” within the Screen Designer area in the Settings area. Typically, you will want to configure Contact fields.   Close modal Within Field Security you...

What Is GDPR? Including Best Practice

...Law Enforcement Directive, processing for national security or processing carried out by individuals purely for personal (not business related) reasons. The legislation technically does not apply to some businesses with...

User Configuration

...System Administrator – Full administration rights – can see all data, irrespective of any security that may be active on it, and change the rights for all users. Tip Tip:...

How to Set up the App Password for Google / Gmail Accounts

...From the Google Account, select the account Icon (top right-hand-side) Select Manage your Google Account, then Security, then Signing in to Google section Ensure 2SV is set up and turned...

User Defined Reporting

...will provide an unformatted CSV download of the raw data. Tip Tip: Users can change the visibility of a Report via the Security drop down in the Report Overview Screen....

Creating Accounts & Contacts

...the New Item menu: Close modal Tip Tip: New Accounts can also be created from within the Accounts view. Enter Account Details Security Level Can be chosen for the Account...