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define a final receiver, who does not see all approvers

Forum|Forum|2 years ago
April 8, 2024
8 replies
153 views

Hello, can we organise within an envelope, a chain of approvers/signatures (internal to the company) with a final receiver of the document/report, who does not see all approval steps inherent to DocuSign ? or do we have to foresee a separate emailing of report to this final receiver ? thank you for your suggestion.

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Best answer by nathaly.monge

Hello @TLQ ,

Welcome to the DocuSign Community and thank you for posting your concerns!

Thank you for providing further information.

I’m sad to say that all recipients can see all recipients in a document, if they have a DocuSign account they can see it from there and if not, they will be able to see it in the certificate of completion.

However, if it is documents you want to hide from specific recipients, that can be done using a feature called Document Visibility. Even if the document is completed, the recipient will only be able to see the documents assigned to them.

For more information, please view: Use Document Visibility to Control Recipient Access

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
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Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Alexandre.Augusto

Docusign Employee

Hello, @TLQ

Welcome to the DocuSign Community!

Could you explain exactly what do you want to show for the final recipient? What does she/he must view?

Thanks,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

N

nathaly.monge

Docusign Employee

Hello @TLQ ,

Are you able to provide the information that was previously requested? If so, please do so in a reply to this question so that we can further assist you with your issue.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

T

TLQ

Author

New Voice

Hello Nathaly and Alexander,

please apologize for delayed reply, … many topics on my plate.

here is a little more details. some statistics/analysis are performed inhouse by our experts, shared and validated through DocuSign, and when each successive expert has approved the version, the final version is sent for information to the receiver. we don’t want the receiver to see names and comments of the various “inhouse “validators”. is it possible and if yes, how to proceed ? Thank you for your advices.

N

nathaly.monge

Answer

Docusign Employee

Hello @TLQ ,

Welcome to the DocuSign Community and thank you for posting your concerns!

Thank you for providing further information.

I’m sad to say that all recipients can see all recipients in a document, if they have a DocuSign account they can see it from there and if not, they will be able to see it in the certificate of completion.

However, if it is documents you want to hide from specific recipients, that can be done using a feature called Document Visibility. Even if the document is completed, the recipient will only be able to see the documents assigned to them.

For more information, please view: Use Document Visibility to Control Recipient Access

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
Compare eSignature plans & pricing

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

T

TLQ

Author

New Voice

thanks a lot, our IT is checking if our licence includes this option or not.

kind regards. Tatiana

N

nathaly.monge

Docusign Employee

Hello @TLQ ,

Thank you for reaching back.

Your welcome, please let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

T

TLQ

Author

New Voice

thank you for your assistance, We have activated the option mentionned.

we need now to test flow of docs internally before going out of the company. could be further questions in the next 2 weeks. have a nice WE.

N

nathaly.monge

Docusign Employee

Hello @TLQ ,

Thank you for reaching back.

Sure, feel free to create a new post with any question you might have and we will will be happy to help accordingly.

Have a good day!

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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