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Hello,
I am trying to send an envelope to a client but need it to go through multiple levels of internal reviews and approvals. I don’t want the client to see the list of approvals who are all copied in the envelope. Is there a way to hide this from the overall audit trail in the ‘Summary’ that gets sent with the signed envelope?
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I am aware of no options or feature in DocuSign to hide Recipients who are in a particular Recipient Type from other Recipients. I would suggest a feature request. One option that I can think of would either be Signing Groups or the use of generic email addresses which internal employees have access so the specific individual User is “masked” with a generic email like “Approval1@domain.com”.
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Alejandro R. | DocuSign Community Moderator
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