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Document Visibility Section

Info

Please note the following:

  • A document has to be visible to at least one recipient
  • each recipient has at least one document visible

The document visibility section, which is shown only when:

  • the feature flag "DocumentVisibility" is enabled,

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  • more than one recipients are added as signers (all recipients must have all mandatory fields filled - email, first name and last name),
  • more than one documents are added to the envelope

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Can be used to hide a document from some of the recipients while other recipients are able to read all (or other) documents of the envelope.

Please note the following:

  • A document has to be visible to at least one recipient
  • each recipient has at least one document visible

Typical scenarios:

  • A contract has to be signed by 2 signers, but the payment form or SEPA mandate should not be visible to him because it is declared as a present granted by the other signer.
  • In insurance business, an external agent who is acting as a broker needs to add a broker statement to an insurance contract. The broker statement should be visible (and signed) by the agent, but should not be visible to the policy owner.

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