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Needs to view

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Hi,

I am missing the “needs to view” option where you can choose “needs to sign” or “recieves a copy” is located. How can I get the “needs to view” option?

Kind regards

Jenny

eSignature

Alexandre.AugustoAnswer

Docusign Employee

Hello, @Jenlon

Welcome to the Docusign Community!

Go to the Settings page, Sending Option and enable that option as shown below:

Let me know if I answered your question.

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Jenlon

Welcome to the Docusign Community!

Go to the Settings page, Sending Option and enable that option as shown below:

Let me know if I answered your question.

Best,

Alexandre

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Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

Justin Jiang

Established Contributor

Hello Alexandre, is this feature limited to certain accounts?

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Welcome to the DocuSign Community and University! Your feedback is immensely appreciated. If this answer resolves your issue, please feel free to give it a Like and mark it as the "Best Answer". This helps others in the community find the information they need. Visit us at http://dsucustomers.docusign.com for more resources and support.

J

Jenlon

Author

Newcomer

I may be missing something here but maybe it is the admin that has access to the settings page as I don’t seem to have a settings page.

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nathaly.monge

Docusign Employee

Hello @Jenlon and @Justin Jiang ,

Welcome to the Docusign Community and thank you for posting your concerns!

I understand you where looking for the needs to view option as it was missing from your list.

You are correct, only the admin would be able to enable the feature as they have access to the Settings tab, if you haven’t done it yet, I recommend you contact your admin: Recipient Roles

And to answer your question @Justin Jiang, no, this feature should be included however it could be disabled by mistake in the backend in the cases the admin can not enable it:Compare eSignature plans & pricing

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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N

nathaly.monge

Docusign Employee

Hello @Justin Jiang and @Jenlon ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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