UI ExampleThe following screenshot shows a sample configuration with three recipients and three documents: Image Removed
Image Added | - Visibility Settings
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After you set the recipients and the documents you see that the document visibility settings appear. There you can decide who should see a document and who should not. The following screenshot shows an overview of these settings: Image Removed Image Added In this case the first recipient (customer) does not see the calculation, the second recipient (seller) does not see the terms and the third recipient (head of the department) can see all documents. On the designer page you can see that for example the customer can not see the document. Therefor, it is not possible to place elements for the customer on this page. The designer: Image Removed Image Added
| - This page is not visible for this recipient
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IntegrationSteps: - Upload two to more documents
- Send the envelope
Upload DocumentFor this step you have to upload two to more documents for the document visibility. Send EnvelopeThe following lines of code show the configuration of the hidden documents: Code Block |
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| "DocumentOptions": [
{
"DocumentReference": "3",
"IsHidden": false
},
{
"DocumentReference": "1",
"IsHidden": true
},
{
"DocumentReference": "2",
"IsHidden": false
}
], |
Expand |
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title | Alternative: SOAP implementation (deprecated) |
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Code Block |
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| <documentOptions>
<documentOption docRef="3">
<isHidden>false</isHidden>
</documentOption>
<documentOption docRef="1">
<isHidden>true</isHidden>
</documentOption>
<documentOption docRef="2">
<isHidden>false</isHidden>
</documentOption>
</documentOptions> |
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