+2Hi, starting with accoung details: I have business pro plan, and i am one and only user of a account, with DS admin status.
I want to send envelope with 3 documents, but i don’t want to permit one of the recipent to take a look on one of the document, but he have to sign 2 other ones. I read that it is possible, but in Sending Settings I don’t see receipents privilages, so I can’t modify it.
Could you please give a hand with that topic?
Best answer by Pawan Gangwani
Hello
Welcome to the DocuSign Community!
Document visibility must be enabled for your account by your Docusign administrator. The feature has multiple settings, which specify the options you have when sending documents. The main difference between these options is in whether the feature is available, and if it is, whether you can choose to enable document visibility controls for any documents you send.
You can automatically limit access to your envelope’s documents based on signature fields by selecting “Must sign to view, unless a member of sender's account” or “Must sign to view, unless sender” in Settings>Sending Settings>Document Visibility. For more details on how to work with these options, see:
Fields and Properties
Here is the Complete process: Set Document Visibility
Thanks!
+15Hello
Welcome to the DocuSign Community!
Document visibility must be enabled for your account by your Docusign administrator. The feature has multiple settings, which specify the options you have when sending documents. The main difference between these options is in whether the feature is available, and if it is, whether you can choose to enable document visibility controls for any documents you send.
You can automatically limit access to your envelope’s documents based on signature fields by selecting “Must sign to view, unless a member of sender's account” or “Must sign to view, unless sender” in Settings>Sending Settings>Document Visibility. For more details on how to work with these options, see:
Fields and Properties
Here is the Complete process: Set Document Visibility
Thanks!
+2Hi Pawan,
thank you for quick reply. My issue is, that I’m administrator on my own (my own account) but I am not able to change that in settings. There is still pop-up:
How can I solve that problem?
+15Hi Pawan,
thank you for quick reply. My issue is, that I’m administrator on my own (my own account) but I am not able to change that in settings. There is still pop-up:
How can I solve that problem?
please contact customer support to check the backend settings: https://support.docusign.com/en/contactSupport .
Let us know if you need further assistance with this.
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