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We have many templates where signatories are divided in two parts. Someone from the first team signs (signing group) and then someone from the second team signs (signing group).
In between both signatures we have a step where a third party receives a CC mail, where they are notified the first team has signed so they can start their own, non-docusign related work.
The second team signs only when this third party team has completed their work, which is notified by email and not via docusign.
The issue I have is that this third party intermediary should not be able to see the signatory of the second signature, for privacy reasons. By adding them as “CC” in a middle step they also have access to the final document, which includes the signatory of the second step and their details (name, phone number for OTP, email, etc.).
My ideal scenario would be a “notification” step where the third party receives notification and knows they can start their own work.
My second ideal scenario would be that they can only see the document up to the step where they receive a “CC”, but not afterwards (so they should never see the finalized document with the final signatories, only the initial ones).
Is there a way to do this?
