Hi,
I'm trying to set up a workflow with selective document visibility but I'm having some trouble. The workflow I'm trying to create is as below:
- Signer 1 - has visibility of document 1, completes and signs
- Signer 2 - has visibility of document 1 & 2, completes document 1, completion of document 2 is dependent on information provided by Signer 1. Therefore, document 2 is not always needed.
- Signer 3 - has visibility of documents 1 & 2, merely has an approve button on each to check the documents are correct.
- Signer 4 - has visibility of document 1, signs and completes.
Each signer then receives an email with the completed docs, which includes document 2 regardless of whether it has actually been used or not.
My question is this - is there any way Signer 2 can delete document 2 where it is not needed, i.e. where signer 1 answers 'no' to the relevant question and doc 2 is not needed?
Many thanks in advance!