Add Need to Approve role or personalized visibility of approve tag in the field (only 1 signing person, not all)

Categories:eSignature

Forum|Forum|1 year ago
May 26, 2025
2 replies
41 views

Add Need to Approve role (so the our administrator can see when the legal team has approved the document, before his sign, but the client shouldn’t see the approve))

If isn’t possibile personalized visibility of approve tag in the field (so the our administrator can see when the legal team has approved the document, before his sign, but the client shouldn’t see the approve)

M

Ma.Cubio

Community Moderator

Idea Submitted→Existing Functionality

M

Ma.Cubio

Community Moderator

Thanks so much for your idea, @Leopoldo. After review, we found that this request can be accomplished using existing features within Docusign.
This can be achieved using “Needs to sign” and the “approve” field, since the admin needs to know when it was approved, and that information is available in the COC.

You can get more details on that here.
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