---
title: "Process Automation and Digital Services Terms"
slug: "process-automation-and-digital-services-terms"
description: "Understand your responsibilities with CivicPlus' Process Automation and Digital Services, including data protection and limitations on sensitive information storage."
updated: 2026-06-17T20:43:04Z
published: 2026-06-17T20:43:04Z
canonical: "www.civicplus.help/process-automation-and-digital-services-terms"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.civicplus.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Process Automation and Digital Services Terms

The Customer’s use of the Process Automation and Digital Services is subject to the Acceptable Use Policy set forth at [Process Automation and Digital Services Acceptable Use Policy](/process-automation/docs/acceptable-use-policy).

The Customer understands the features and functionality included with the Customer’s selected Service tier option and limitations thereof. The Customer relies on its own skill and judgment in selecting the appropriate Service Tier and acknowledges that it has received no promise, guarantee, representation, warranty or undertaking regarding profitability or any consequence or benefit to be obtained from the Service.

The Customer understands and agrees that the Customer is solely responsible for the content and type of data stored for its end users and/or residents. CivicPlus implements industry-standard data protection for stored data; however, the Services are not PCI or HIPAA compliant. CivicPlus cannot monitor and control the Customer’s actions; therefore, in the event the Customer solicits and stores any PII, PHI, PCI, or other financial data, it is at the Customer’s sole discretion and risk. The Customer as the data owner, and not CivicPlus, is solely responsible for the applicable laws and regulations regarding any data breach involving such data, including breach notification and credit monitoring requirements.

If the Customer uses the Services integration with [CivicPlus Payments](/legal-center/docs/civicplus-payments-embedded-and-external-processor-terms), then the [CivicPlus Payments terms](/legal-center/docs/civicplus-payments-embedded-and-external-processor-terms) shall apply.

## Supplemental Articles

- [CivicPlus's Master Services Agreement](/legal-center/docs/master-services-agreement)
- [CivicPlus Privacy Policy](/legal-center/docs/civicplus-privacy-policy)
- [CivicPlus Product Terms](/legal-center/docs/civicplus-terms-of-use)
- [Process Automation and Digital Services (CivicOptimize) Acceptable Use Policy](/process-automation/docs/acceptable-use-policy)

Payment Card Industry.

Health Insurance Portability and Accountability Act of 1996.

Personally Identifiable Information. Any information that could be used alone or with other relevant data to identify an individual. Some examples of PII include passport information, race, and date of birth.

Protected Health Information. Any information within an individual's medical record that can personally identify them and is created, used, or shared during diagnosis or treatment. Some examples of PHI are blood test results, phone records, and billing information from a doctor.