I have my Document Visibility settings enabled, but I want to be able to choose which documents would be visible within the template itself - I don’t want my sales team to have to select it every time they create an envelope. Is that possible? When I look at the settings in my template, the checkboxes for each document visibility are greyed out.
Solved
Can I set Document Visibility at the template level?
Best answer by nathaly.monge
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Does the recipient need to sign the document that needs to be hidden from them? Document Visibility hides document from those that do not need to sign the document therefore it shows grayed out but if the document does not have any fields it should be available for selection: Set Document Visibility
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
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