Web Form Security Checklist
This checklist will help you decide if your form meets the standards described on our Web Form Security page. Enter your email address at the bottom and a copy of the checklist results will be sent to you for your records.
Establishing Trust with your Customers
Is your Privacy Policy visible on the form’s page?
Yes
No
Please review the
Privacy Policy
section of our Web Form Security Post
Does your form have the same style and branding as your web site?
Yes
No
Please review the
Brand Recognition
section of our Web Form Security Post
Is your contact information visible on the form?
Yes
No
Please review the
Contact Information
section of our Web Form Security Post
Data Collection
Does your form collect sensitive data?
Yes
No
Have you enabled SSL in the Display Options tab?
Yes
No
Please review the
Encryption
section of our Web Form Security Post
Does
https://
show in the form’s URL?
Yes
No
Please review the
Encryption
section of our Web Form Security Post
Are you only asking for data that you need to complete your tasks?
Yes
No
Please review the
Types of Data
section of our Web Form Security Post to learn about what kinds of data should be collected. You should also review our
Customer Expectations
section which
discusses building trust with your respondents.
Credit Card Collection
Are you collecting payment details through any of your forms?
Yes
No, I'm not collecting payments.
Which method of payment collection are you using on your forms?
Credit Card fields in the form
PayPal Connector
Authorize.net Connector
Cybersource Connector
Other, not related to FormAssembly form.
Please review the
PCI Compliance
section of our Web Form Security Post
HIPAA & ePHI
Must your company comply with HIPAA?
Yes
No
Are you collecting ePHI (electronic protected health information)?
Yes
No
Have you enabled IP anonymization?
Yes
No
Please review the
HIPAA and ePHI
section of our Web Form Security Post
eSignature
Are you using an eSignature?
Yes
No
Do you have fields to help identify the respondent?
Yes
No
Please review the
eSignature
section of our Web Form Security Post
Data Security
Is anyone on your team sharing access to FormAssembly?
Yes
No
Please review the
Accessing Data
section of our Web Form Security Post
Do you access your response data in FormAssembly?
Yes
No
Do you have secure browsing enabled on your account?
Yes
No
Please review the
Accessing Data
section of our Web Form Security Post
Purging Data
Is sensitive data you’ve collected being sent on to a permanent location where you will be referencing it from?
Yes
No
Are you interested in removing or purging that data from FormAssembly?
Yes
No
Please review the
Secure Browsing and Purging
section of our Web Form Security Post
HTTP Connector
Are you using the HTTP Connector?
Yes
No
Have you confirmed that the data is being sent to a secure location?
Yes
No
Please review the
Accessing Data from Other Apps
section of our Web Form Security Post
Email Notifications
Are you sending form response details through email notifications?
Yes
No
Have you customized the template to remove sensitive data fields?
Yes
No
Please review the
Accessing Data from Other Apps
section of our Web Form Security Post
File Uploads
Does your form contain file uploads?
Yes
No
Do the documents contain sensitive data?
Yes
No
Are you using the protected link alias?
Yes
No
Please review the
Accessing Data from Other Apps
section of our Web Form Security Post
Enter your email address to receive a copy of your results.
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