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Is there an ability to send a document for signature but only the sender gets the signed copy. There are numerous cases (particularly with 3+ signatory documents) where it is not appropriate for individual signatories to get the fully-signed document. This should be a setting but does not currently seem possible and requires such an agreement to be individually sent to each signatory.

@andrewkimb

No, every recipient in the signing workflow will get the signed copy at the end. Why is it not appropriate for the individual signatories to get a fully-signed document? Can you give an example?

You can use embedded signing through an application or portal and configure it that those embedded recipients do not get a copy of the signed document at the end. However, you should then make this available to the recipients via the application or portal in order for them to access what they signed.


Here are some examples but the point is that it should be configurable by the person collecting signatures because DocuSign can not predict every use case.

  • Signatures are often collected in advance and not effective until released
  • Sometimes we are just collecting “signature packets” and it is odd to send everyone a bunch of signature pages that are not attached to anything
  • Some agreements provide the person can only physically access a copy of the final executed document

We can load a document multiple times and do one signatory to each load to get around some of this. Just seems like an intentional limitation by DocuSign and is what it is.


Hi @andrewkimb,

I hope you are doing well.

I want to confirm if you need further assistance, 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.


Hello, is there a way I can send a document to my manager where he enters his tax identification, and it is then forwarded to the title company without me being able to see it? I tried the “hide with asterisk” feature, but for some reason, it’s not working.


Hi @Chenet,

I hope you are doing well.

Can you provide more information about this? Is there any error message?

 

Best regards,

 Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


This requested feature has been out there now for 10 months. Please can we have a reply from DocuSign as to how this failing is to be addressed.

 


Hello ​@Edwin Richards 
Thank you for reaching out, and welcome to the Docusign Community! To clarify, once the envelope is completed, all recipients will get to access the documents through the completion email's access link, and, if they are an active DocuSign user, they will also be able to find the completed envelope in Manage>Inbox.

For your reference, you may check this related article.

How do I access the DocuSign documents that I signed?

Also, for any feature that is not yet available, the best place to share this idea is on our Ideas board: Submit a feature request.

That’s where ideas from Docusign users like you can be submitted to improve Docusign’s features, and where you can also vote on ideas from other members.

We appreciate your input and hope you’ll keep the ideas coming.


Ma. Cassandra| Docusign Community Moderator
If this helped, go ahead and click "Best Answer"!

 


Hello ​@Edwin Richards 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

 

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.


Thanks for your response, but it doesn’t really address the issue. We need a response from DocuSign itself.


Hi ​@Edwin Richards 
We appreciate our customers’ ideas and feedback and are working to meet their expectations for as long as possible.
Please send me the link to your idea post so our team can check it.


Ma. Cassandra| Docusign Community Moderator
If this helped, go ahead and click "Best Answer"!


Hello ​@Edwin Richards 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.