Templates automatically use the current report/client name when available. If a client email is entered at the top, Create Email will address the draft to that email. You can edit the text below before copying.
Subject:
Sundance PII Report Engine
Upload a Sensitive Documents Report CSV. Use Print / Save PDF for a flattened copy, or Download Full Fillable PDF Report for a true editable PDF with the complete report plus working remediation checkboxes and authorization fields.
Notes
Optional: enter client-facing notes, scan exceptions, exclusions, observations, or follow-up instructions. If left blank, the Notes page will not be included.
PII Review Guidance for Clients
What PII IsPersonally Identifiable Information (PII) is any data that can identify, contact, locate, or materially increase risk to an individual when exposed, especially when combined with other business or personal records.
Common PII Types
Social Security numbers and tax IDs
Banking, routing, account, IBAN, and payment data
Passport, driver license, and government ID data
Names, addresses, DOBs, phone numbers, and email addresses
Employee, customer, payroll, HR, medical, or insurance records
Why Review and Remove ItUnneeded PII increases breach impact, compliance exposure, identity-theft risk, and internal misuse risk. Findings should be validated, removed if no longer needed, moved to approved secure storage if retention is required, and protected with encryption and access controls.
Offline Computer Addendum
Optional: upload the client Devices export here. The tool will compare every device in that file against the Sensitive Documents Report uploaded above, then add only the computers missing from the scan results to the Offline Computer Addendum. You can also still upload a manual offline list if needed.