When exporting the Social Security Number (SSN) field, you can optionally choose to mask this field so that only the last 4 digits are visible in the exported file. When the social security number is masked, the number will appear as XXX-XX-1234. When this field is unmasked, the entire social security number will be visible in the document.
1. On the Output tab of the Export, expand the Constituent Information section or Employee Information section (if working in The Financial Edge) and select the Social Security Number (SSN) field 2. Once this field has been selected, single-click to highlight the SSN field in the right window of the Output tab 3. Click the Format button 4. Choose the option for "Masked" or "Not masked", as needed 5. Click OK
*You may also access these options by double-clicking on the SSN field after it has been selected.