Back to Docusign.com
Hello,
I am trying to send an envelope to a client but need it to go through multiple levels of internal reviews and approvals. I don’t want the client to see the list of approvals who are all copied in the envelope. Is there a way to hide this from the overall audit trail in the ‘Summary’ that gets sent with the signed envelope?
Solved
Is it possible to not show the list of 'Copied' recipients in the Summary?
+1- Newcomer
Best answer by David.Schmitz
I am aware of no options or feature in DocuSign to hide Recipients who are in a particular Recipient Type from other Recipients. I would suggest a feature request. One option that I can think of would either be Signing Groups or the use of generic email addresses which internal employees have access so the specific individual User is “masked” with a generic email like “Approval1@domain.com”.
+15- Valued Contributor
- 557 replies
- Answer
I am aware of no options or feature in DocuSign to hide Recipients who are in a particular Recipient Type from other Recipients. I would suggest a feature request. One option that I can think of would either be Signing Groups or the use of generic email addresses which internal employees have access so the specific individual User is “masked” with a generic email like “Approval1@domain.com”.
+15- Community Moderator
- 2070 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,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.