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KatrinActive Voice
Active Voice
January 21, 2025
Solved

Restrict visibility for custom fields?

  • January 21, 2025
  • 4 replies
  • 85 views

Hello,

is it possible to restrict the visibility of custom fields to certain users or user groups? Within our company we will use many different custom document fields for certain purposes of our departments. If all users could see all custom fields it would be confusing.

Best regards,

Katrin

    Best answer by Melanie.Panguito

    Hello ​@Katrin,

     

    Thank you for the confirmation and I sincerely apologize for the inconvenience. I encourage you to send an Idea to Community. Article: Ideas | Community

     

    By sharing suggestions, you can contribute to a collective pool of insights that can lead to new features, enhancements, and solutions that better meet your needs.

     

    Let us know if you need further assistance. Thank you!

     

    Best regards,

    Melanie | Docusign Community Moderator

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

    4 replies

    Michael.Rave
    Docusign Employee
    Michael.RaveDocusign Employee
    Docusign Employee
    January 21, 2025

    ​@Katrin 

    No, this is unfortunately not possible. At this point in time custom fields can only be shared with everyone in the account and not with a specific group. 

    Maybe it’s worth thinking about having different Docusign eSignature accounts for the different departments and only create the custom fields required for each department.

     

    "Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
    M
    Docusign Employee
    Melanie.PanguitoDocusign Employee
    Docusign Employee
    January 29, 2025

    Hello ​@Katrin,

     

    I hope you are doing well.

     

    I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

     

    Thank you!

     

    Best regards,

    Melanie | Docusign Community Moderator

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

    K
    Active Voice
    KatrinActive VoiceAuthor
    Active Voice
    January 30, 2025

    Hello ​@Melanie.Panguito 

    unfortunately, this is not the solution I was looking for. We just have one enterprise account. Multiple accounts within our company would not be useful for us.

    I think we will continue with the restriction of shared access to these fields. 

    Best regards,

    Katrin

    M
    Docusign Employee
    Melanie.PanguitoDocusign EmployeeAnswer
    Docusign Employee
    January 30, 2025

    Hello ​@Katrin,

     

    Thank you for the confirmation and I sincerely apologize for the inconvenience. I encourage you to send an Idea to Community. Article: Ideas | Community

     

    By sharing suggestions, you can contribute to a collective pool of insights that can lead to new features, enhancements, and solutions that better meet your needs.

     

    Let us know if you need further assistance. Thank you!

     

    Best regards,

    Melanie | Docusign Community Moderator

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

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