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I am building new hire document, hiring manager would send it to the employee, is there anyway once the document is completed a notification is sent to a 3rd party (IT for example) that only contains name/email/phone number of the signer and not other documents that they signed? . Basically I am looking to avoid having a person email IT to get their credentials set up in the system and instead have it automated notification.
Solved
Notification with only certain info
+2- Newcomer
- 1 reply
Best answer by David.Schmitz
Document visibility feature in DocuSign should work in this instance as long as you split the documents. I would first check to see if your DocuSign Account has this feature. Document visibility can be turned on for the envelope and two separate documents added, the first would have the basic new Hire data such as Name, email, phone. A second added document would contain the portion with the Signature for the new Hire. You then add a “Receives a Copy” for your 3rd Party, then set Document visibility so the 3rd party sees the 1st document but not the 2nd document.
Here is an article to check on account features and that provides some options to read more on the topic.
+15- Valued Contributor
- 557 replies
- Answer
Document visibility feature in DocuSign should work in this instance as long as you split the documents. I would first check to see if your DocuSign Account has this feature. Document visibility can be turned on for the envelope and two separate documents added, the first would have the basic new Hire data such as Name, email, phone. A second added document would contain the portion with the Signature for the new Hire. You then add a “Receives a Copy” for your 3rd Party, then set Document visibility so the 3rd party sees the 1st document but not the 2nd document.
Here is an article to check on account features and that provides some options to read more on the topic.
+2- Newcomer
- 1 reply
Thank you! This is exactly what I need. But my account type isn’t corporate/enterprise therefore I don’t have access to that feature! Is there any other potential work around?
+8- Troubleshooter
- 50 replies
Another option is look at using the other connectors so that data can get pushed to a spreadsheet that is available.
You could also look at tools like Zapier and Tray to extract data and push to other systems but these would cost extra depending on the usage.
Robert
+14- Community Moderator
- 2763 replies
Hello
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience, this is a follow-up to your post, I understand that want to create a Notification with only certain information to be displayed to the recipient.
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
+14- Community Moderator
- 2763 replies
Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested.
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Otherwise, 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.
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