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Enforce Signer Visibility - DocuSign

Topic

Notes for using Enforce Signer Visibility in DocuSign. Couple Notes:
  1. Document Visibility has to be turned on in your DocuSign Account
  2. You must use separate Drawloop Templates for each signer that need to be separated 

Instructions

Document Visibility has to be turned on in your DocuSign Account
  1. Go to DocuSign Account
  2. DocuSign Admin
  3. Sending Settings
  4. Document Visibility --> Ensure it do not read "Off". In testing, we've used "Must sign to view, unless a member of sender's account"
You must use separate Drawloop Templates for each signer that need to be separated 
  1. If you have two signers, add two drawloop templates on your document package. Each template will have either signer.1 or signer.2 tags. This will ensure signer 1 and signer 2 will see what they're intended to see. 

Additional Information

Please see related DocuSign Link

Related Links


Version history
Revision #:
32 of 32
Last update:
‎08-16-2019 11:55 AM
Updated by: