--- title: Confidential function description: Test --- [Skip to content](https://help.cloudsign.jp/en/articles/4631057#main-content) - [English](https://help.cloudsign.jp/en/articles/4631057) - [日本語](https://help.cloudsign.jp/ja/articles/4631057) English Show submenu for translations [![クラウドサイン ヘルプセンター](https://help.cloudsign.jp/hs-fs/hubfs/%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%B5%E3%82%A4%E3%83%B3_logo_horizontal_white_RGB@4x-1.png?width=170&height=40&name=%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%B5%E3%82%A4%E3%83%B3_logo_horizontal_white_RGB@4x-1.png)](https://help.cloudsign.jp/en/?hsLang=en) Open main navigation Close main navigation - - [English](https://help.cloudsign.jp/en/articles/4631057) - [日本語](https://help.cloudsign.jp/ja/articles/4631057) English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [CloudSign Help Center](https://help.cloudsign.jp/en?hsLang=en) 2. [Sending documents](https://help.cloudsign.jp/en/sending-documents?hsLang=en) 3. [Settings when sending](https://help.cloudsign.jp/en/sending-documents?hsLang=en#settings-when-sending) # Confidential function `Business Plan` With the Business Plan, the confidential function can be used to send confidential documents.   ### Contents 1. Getting Started 2. Sending confidential documents 3. Features ---   **Confidential documents** are documents that can only be viewed and managed by people related to the document or those with confidential document administrator rights, to prevent the files from being viewed unintentionally by other members. Normally the document administrator is able to view and manage all the documents of members within their own team.However, confidential documents can only be viewed and managed by the sender, recipient and members in each team with “[confidential document administrator rights](https://help.cloudsign.jp/en/articles/4631058?hsLang=en).” #### **Precautions** - The “Confidential function” for sending confidential documents is available with the Business Plan. - Receiving, viewing and managing confidential documents is possible with plans other than the Business Plan. [![3親展機能\_ユースケース図-2](https://help.cloudsign.jp/hs-fs/hubfs/3%E8%A6%AA%E5%B1%95%E6%A9%9F%E8%83%BD_%E3%83%A6%E3%83%BC%E3%82%B9%E3%82%B1%E3%83%BC%E3%82%B9%E5%9B%B3-2.jpg?width=670&height=434&name=3%E8%A6%AA%E5%B1%95%E6%A9%9F%E8%83%BD_%E3%83%A6%E3%83%BC%E3%82%B9%E3%82%B1%E3%83%BC%E3%82%B9%E5%9B%B3-2.jpg)](https://help.cloudsign.jp/hubfs/3%E8%A6%AA%E5%B1%95%E6%A9%9F%E8%83%BD_%E3%83%A6%E3%83%BC%E3%82%B9%E3%82%B1%E3%83%BC%E3%82%B9%E5%9B%B3-2.jpg?hsLang=en) | 人事部 | Personnel Affairs Department | | --- | --- | | 送信者 | Sender | | 人事部長 | Personnel Affairs Department Manager | | 書類管理権限 | Document administrator rights | | 親展書類管理権限 | Confidential document administrator rights | | 人事書類 | Personnel affairs document | | 親展 | Confidential | | 親展で送信 | Send as confidentially | | 確認・同意 | Verify/Consent | | 閲覧不可 | Cannot view | | 閲覧 | Can view | | 営業部 | Sales Department | | 受信者 | Recipient | | 営業メンバー | Sales members | | 書類管理権限 | Document administrator rights | | 営業部長 | Sales Department Manager | | 書類管理権限 | Document administrator rights | | 親展書類管理権限 | Confidential document administrator rights | ---   ### 1. Getting started To use the confidential function, the team administrator must enable the required settings. 1. Log into CloudSign, click your name at the top right → click “Go to Manage Settings Screen” to enter the Manage Settings Screen. 2. Go to the “[Team settings](https://cloudsign.jp/team/advanced)” page. 3. In the “Send confidential documents” item at the bottom of the team settings page, select enable and save the changes. [![利用開始方法\_1-1](https://help.cloudsign.jp/hs-fs/hubfs/%E5%88%A9%E7%94%A8%E9%96%8B%E5%A7%8B%E6%96%B9%E6%B3%95_1-1.png?width=670&height=158&name=%E5%88%A9%E7%94%A8%E9%96%8B%E5%A7%8B%E6%96%B9%E6%B3%95_1-1.png)](https://help.cloudsign.jp/hubfs/%E5%88%A9%E7%94%A8%E9%96%8B%E5%A7%8B%E6%96%B9%E6%B3%95_1-1.png?hsLang=en)   ---   ### 2. Sending confidential documents Confidential documents can be specified in “04 Check details being sent” of the send document screen. 1.Click the envelope icon. [![親展書類を送信する方法\_1-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_1-1.png?width=670&height=556&name=%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_1-1.png)](https://help.cloudsign.jp/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_1-1.png?hsLang=en) 2.You can select do/don’t send as confidential document [![親展書類を送信する方法\_2-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_2-1.png?width=670&height=372&name=%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_2-1.png)](https://help.cloudsign.jp/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_2-1.png?hsLang=en) 3.If you select “send as confidential document,” it will appear in the options. This completes the settings. [![親展書類を送信する方法\_3-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_3-1.png?width=670&height=372&name=%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_3-1.png)](https://help.cloudsign.jp/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_3-1.png?hsLang=en)   If you do not wish to send the document as confidential after clicking “send as confidential document,” you can operate from the envelope icon or the “edit settings” or trash symbol on the left. [![親展書類を送信する方法\_4-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_4-1.png?width=670&height=279&name=%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_4-1.png)](https://help.cloudsign.jp/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_4-1.png?hsLang=en)   - If you click the envelope icon [![親展書類を送信する方法\_5-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_5-1.png?width=670&height=279&name=%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_5-1.png)](https://help.cloudsign.jp/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_5-1.png?hsLang=en)   - If you click “edit settings” [![親展書類を送信する方法\_6-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_6-1.png?width=670&height=312&name=%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_6-1.png)](https://help.cloudsign.jp/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_6-1.png?hsLang=en)   - If you click the trash symbol [![親展書類を送信する方法\_7-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_7-1.png?width=670&height=216&name=%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_7-1.png)](https://help.cloudsign.jp/hubfs/%E8%A6%AA%E5%B1%95%E6%9B%B8%E9%A1%9E%E3%82%92%E9%80%81%E4%BF%A1%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95_7-1.png?hsLang=en) #### **Precautions** - Confidential documents cannot be sent using the bulk sending function. - Confidential document settings cannot be saved as a template. - To change to confidential documents after pressing the send button, the sending needs to be canceled and the document created again. - If the forwarding function is used, the forwarding recipient also receives a notification regarding confidential documents. ---   ### **Confirmation request email** - \[Confidential\] will be included in the title and “confidential document” will be mentioned in the body. [![確認依頼メール\_1-1](https://help.cloudsign.jp/hs-fs/hubfs/%E7%A2%BA%E8%AA%8D%E4%BE%9D%E9%A0%BC%E3%83%A1%E3%83%BC%E3%83%AB_1-1.png?width=670&height=400&name=%E7%A2%BA%E8%AA%8D%E4%BE%9D%E9%A0%BC%E3%83%A1%E3%83%BC%E3%83%AB_1-1.png)](https://help.cloudsign.jp/hubfs/%E7%A2%BA%E8%AA%8D%E4%BE%9D%E9%A0%BC%E3%83%A1%E3%83%BC%E3%83%AB_1-1.png?hsLang=en)     ### **Document Verification Screen** - After clicking the URL to check the document, the screen will mention “confidential document” [![書類確認画面\_1-1](https://help.cloudsign.jp/hs-fs/hubfs/%E6%9B%B8%E9%A1%9E%E7%A2%BA%E8%AA%8D%E7%94%BB%E9%9D%A2_1-1.png?width=670&height=372&name=%E6%9B%B8%E9%A1%9E%E7%A2%BA%E8%AA%8D%E7%94%BB%E9%9D%A2_1-1.png)](https://help.cloudsign.jp/hubfs/%E6%9B%B8%E9%A1%9E%E7%A2%BA%E8%AA%8D%E7%94%BB%E9%9D%A2_1-1.png?hsLang=en)   ---   ### 3. Features Using the confidential function in the following types of situations means contract duties can be conducted in a more appropriate manner. - Personnel affairs documents to be viewed only by the recipient due to their sensitive content ``` If the Personnel Affairs Department team and Sales Department team are using CloudSign separatelySales Department teams need to view documents of other members, so everyone has document administrator rightsWhen the Personnel Affairs Department sends personnel affairs documents to members of the Sales Department, all Sales Department team members would be able to view and manage the member’s personnel affairs document as they all have document administrator rightsConfidential document administrator rights is granted to only the Sales Department Managerwho is the only member of the Sales Department team with the rights to view personnel affairs documentsWhen personnel affairs documents are sent by the Personnel Affairs Department as confidential documents,they can only be viewed and managed on the recipient’s end by the actual recipient and the confidential document administrator of the Sales Department team   ```   - Sales documents to be viewed only by a specific staff in charge at the recipient client’s end ``` Sender: Company A / Recipient: Company X Each is using CloudSignRecipient: Company X also has members with document administrator rights other than the specific staff in chargeSending confidential documents means only the specific staff in charge + members at Company X with confidential document administrator rightscan view and manage the document ```   - [FAQ](https://help.cloudsign.jp/en/faq?hsLang=en#main-content) - [About CloudSign](https://help.cloudsign.jp/en/faq?hsLang=en#about-cloudsign) - [About documents](https://help.cloudsign.jp/en/faq?hsLang=en#about-documents) - [About operation](https://help.cloudsign.jp/en/faq?hsLang=en#about-operation) - [notification emails](https://help.cloudsign.jp/en/faq?hsLang=en#notification-emails) - [Plans](https://help.cloudsign.jp/en/plans?hsLang=en#main-content) - [Free plan](https://help.cloudsign.jp/en/plans?hsLang=en#free-plan) - [Paid Plan](https://help.cloudsign.jp/en/plans?hsLang=en#paid-plan) - 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