I am an HR Manager and trying to set up a process to create a powerform link for managers to click on and complete on/offboarding forms that would be sent to various signers/departments.
If I was to create a template that had more than one page, could I have certain pages go to certain signers and hide information on those forms from others? Or create one form and hide the fields such as wage information from others when they receive their copies?
Hello
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience that this has caused you, I know the importance of displaying the documents during the Signing Session; I understand that you want to know how to hide information from the recipients.
Currently, there is no option to hide information on a Powerform, however, any feedback that can improve our users’ experience is always more than welcome.
If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen to submit your idea.
If you are creating a template to use without making it a Powerform you could use the Document Visibility, if you send an envelope containing multiple files and you want to control which files each recipient sees, you can use document visibility to accomplish this.
More information at:
Some Things To Know About Document Visibility
Use Document Visibility to Control Recipient Access
There is another option to hide the text information please see How to Hide Text, to hide text in an envelope or template, follow these steps: 1. Place a text field on your document. 2. Open the properties panel for the text field. 3. Expand the Formatting section. 4. Select the option to hide text with asterisks. 5. Optionally, provide a meaningful name for the hidden field data. 6. Add the rest of your recipient fields and send the envelope or save the template. The text entered in the field will be replaced with asterisks and will be concealed in the signing session and on the PDFs. The sender can view or download the form data to reveal the hidden data.
How to Access Data Entered in Hidden Text Fields
Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. 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,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested.
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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