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Info

You have to upload at least two documents and you have to add two recipients at a minimum to see the document visibility.


Section

Prerequisites

  • Feature Flag "DocumentVisibility" must be enabled for the organization.
  • Min 2 (or more) documents
  • Min 2 (or more) recipients


Section

UI Example

The following screenshot shows a sample configuration with three recipients and three documents:

FigureDescription



  1. Visibility Settings

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:

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:

FigureDescription


  1. This page is not visible for this recipient

Integration

Steps:

  • Upload two to more documents
  • Send the envelope

Upload Document

For this step you have to upload two to more documents for the document visibility.

Send Envelope

The following lines of code show the configuration of the hidden documents:

Code Block
languagejava
themeEclipse
"DocumentOptions": [
        {
          "DocumentReference": "3",
          "IsHidden": false
        },
        {
          "DocumentReference": "1",
          "IsHidden": true
        },
        {
          "DocumentReference": "2",
          "IsHidden": false
        }
      ],


Expand
titleAlternative: SOAP implementation (deprecated)


Code Block
languagexml
themeEclipse
    <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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