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msJackman
Active Voice
Active Voice
July 11, 2024
Delivered

Options to Restrict Editable Fields for Witness

Categories:eSignature
  • July 11, 2024
  • 2 replies
  • 68 views

Currently when allowing the Witness to view all the information on the document, this also gives authority for the Witness to amend any fields by default, yes changes will trigger the workflow back to the applicant however it would be great to have an Option for Witness to be Restricted to View Only Form Details & access to complete/ sign only where required. 

Therefore ensuring the fields cannot be amended by the Witness whilst allowing the Witness to view the entire document being Witnessed. 

 

See below response from Support:

Regarding the scenario related to View Only access, this can be configured through our Needs to View or Carbon Copy recipient actions. However, this will provide the recipient to full access to the envelope starting from the point of the signing order where they were placed.

 

To restrict recipient access to documents, you will want to look into our Document Visibility feature. Nevertheless, it’s important to take into consideration that manager recipient and non-signing recipient types will still retain full access to all documents.

 

More information on this feature can be found, here:

 

Some Things To Know About Document Visibility
 

Set Document Visibility
 

2 replies

Docusign Employee
December 31, 2025

Hi ​@msJackman,

Based on your description and your Community question: DECLINES to signit sounds like one or more fields assigned to the signer had collaboration enabled, and the witness was included as a collaborator. 

We’re excited to share that your idea has been delivered! You have the option to share collaborative fields only with non-witness recipients. Use SELECT COLLABORATORS (on a field-by-field basis) to control which recipients can collaborate.

Learn more about setting up collaborative fields here: Set up a Collaborative Field, and we’d love to hear what you think!

Thank you for your feedback—it played a big role in shaping this feature.   

 

Regards,

Melanie | Docusign Community Moderator

Docusign Employee
December 31, 2025
Idea SubmittedDelivered