The DocuSign Envelope Workflow Review tool does not provide any data defined as sensitive.
However, it can display data that requires discretion and is covered under UMBC confidentiality guidelines for access.
It is imperative that information previewed is not information shared outside of business needs.
The purpose of this tool is to assist with access to envelopes that normally would not be available because:
DocuSign security only allows access to roles associated with an envelope.
e.g. Payroll preparer initiated the envelope but is out of the office and a supervisor needs to verify the status of the request.
DocuSign security only allows access to roles of the envelope that are currently ready to sign or have already signed.
e.g. A department supervisor is in the workflow however the department manager must sign before the envelope is visible to the supervisor role. If the manager still needs to sign the supervisor can be aware and prompt the signing action.