Did you know you can limit who can see certain documents within an envelope? This can be done using document visibility! With document visibility you can create a single envelope with multiple recipients and restrict who can see certain documents. Visibility is based on where eSignature fields are placed. If a field for a recipient exists on a document, they’ll be able to see that document within the envelope. At a note, the sender will always be able to see all documents included in an envelope.

eSignature Admins will set up document visibility under their Admin > Sending Settings. There are a few options for how document visibility can be configured. See below:

• Must sign to view, unless a member of the sender’s account - This option enables document visibility for the account. Each envelope that is created will have document visibility enabled. The settings will apply to all recipients unless they are a member of your account.
• Must sign to view, unless sender - This option enables document visibility for the account. Each envelope that is created will have document visibility enabled.  The settings will apply to all recipients unless they are the sender of the envelope.
• Sender can set “must sign to view, unless a member of sending account” - With this, the admin is turning on document visibility, but leaving the decision up to the sender of the envelope. The sender can turn it on or off within the envelope’s “Advanced Options” menu. The settings will apply to all recipients unless they are a member of your account.
• Sender can set “must sign to view, unless sender” - With this, the admin is turning on document visibility, but leaving the decision up to the sender of the envelope. The sender can turn it on or off within the envelope’s “Advanced Options” menu.  The settings will apply to all recipients unless they are the sender of the envelope.

If your settings are set to one of the “sender can set” options. The sender of an envelope can turn document visibility on or off under the “Advanced Options” menu.

To view document visibility settings on an envelope you are sending, on the add fields page > click the gear icon in the page guide on the right side. A matrix will appear where you can see who can view each document in the envelope. 

NOTE: There are some important considerations when using document visibility, review them here. To learn more about document visibility, check out this Support Article!

Additional Resources:

• Get Started with Docusign eSignature for Administrators Webinar
• Docusign Administration I: Configure Your Account (3h)*
• Docusign Administration II: Manage Users and Groups (3h)*
• Docusign Administration III: Advanced Configuration (3h)*
• Docusign Administration IV: Integrations and Analytics (3h)*

*Courses require subscription to Campus Pass

Continue the Conversation

Have you utilized document visibility yet?