Document Visibility - Settings Options

Question

Hi AllWe are trying to enable document visibility options and so far have not been able to find the right combination which would allow our user to have documents in an envelope visible only to a signer if they have a corresponding signing field. In other words, our user would like documents in an envelope only visible if the signer has  to sign, otherwise the signers should not be able to see all the other documents in an envelope. Is this possible? The settings we see appear to restrict viewing after signing and not before ThanksDave

Alejandro.Ramos · Accepted Answer

Hi @DaveDeo,Thank you for reaching out to the Docusign Community.You can automaticallylimit 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 PropertiesFeel free to let us know if you need further assistance with this.Best regards,Alejandro R. | Docusign Community ModeratorPlease click "Best Answer" below if you find my reply to be a valid solution to your issue!

DaveDeo · Answer

Thank you - that helps, the documentation is a bit lacking and we ended up testing with all the setting to see the results .

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