If I have a document that needs to be signed by 3 different parties, and I don’t want the first signer to see the last signers information they have to fill in, is this possible to execute?
If I have a document that needs to be signed by 3 different parties, and I don’t want the first signer to see the last signers information they have to fill in, is this possible to execute?
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When you assign fields to specific recipients, each signer will only see and complete the fields designated for them. By setting a signing order (e.g., Signer1 > Signer2 >Signer3), each participant is guided through the process in sequence and will not see information or fields intended for later recipients.
If you also need to restrict access to entire pages or attachments, “Recipient Specific Documents” is an option which allows you to control document visibility so only the intended signer has access. This ensures that Signer1 will not see Signer3’s information or fields while maintaining a smooth signing workflow.
I've included the relevant articles below for you to look over.
Set a Signing Order
Use Document Visibility to Control Recipient Access
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Note: You can select which file they see, but you can not select which portion of the file they see. If you want to hide certain pages/sections, then they need to be their own file inside the envelope. We have some agreements where there is a body file and then multiple signature page files, one for each signer. The template we made includes four signer pages. When we have less than four, we just remove those files and recipients.
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