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Limit document visibility

 

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Limit recipient visibility of documents

The Limited Document Visibility (LDV) settings allow an agreement to contain multiple files that are selectively visible to the recipients depending on which settings are enabled and how the agreement is configured.

Example use cases include:

  • Sales agreements that require internal oversight/approval before being sent to the customer.
  • New hire documentation that is to be delivered after the offer letter is accepted.
  • HR documents that require internal processing outside of the scope of the initial signer.

Here's a quick video that captures the high-level use:

How document visibility works

LDV rules are enabled at the account/group level.

LDV rules only expose the file content that has been explicitly assigned to any given recipient.

File content is assigned to a recipient by adding at least one field assigned to that recipient.

  • LDV is file-based, not page-based. If a file has 40 pages, and the recipient has one field assigned to them on one page, the recipient can see all 40 pages of the file.
  • If the file contains no fields for the recipient, the entire file is excluded from that recipient's view.
  • If there are four files, and the recipient needs to see all four, then at least one field must be applied to one of the pages of each file.
  • If page-level control is required, then the file must be broken up into individual files, each containing one page.
LDV example

In the example to the right, there are two signers, and two documents in an agreement.

Signer 1 sees both documents, as there is a field assigned on both docs (Field 1 and Field 2)

Signer 2 will only see Doc 2 because they do not have an assigned field on Doc 1. 

  • Doc 2 is visible because Field 3 is assigned to Signer 2.
Note:

LDV rules expect two prerequisites:

  • There must be more than one recipient
    • Recipients include any user added to the signature/approval process
    • CC'd parties are not recipients.    
  • There must be more than one file added to the agreement
    • Files are any attachment used to build the agreement (.doc, .xls, .pdf, .png, etc)

If either of the above requirements is not in true, LDV rules are suspended for that agreement.

Configure Options

When enabled, LDV has three settings that modify the behavior of the agreement and how it is viewed:

LDV settings in the UI

Signers will only see files containing signature, initials or data entry fields assigned to them is the root setting that enables the LDV experience and set of controls. If 
Signers will only see files containing signature, initials or data entry fields assigned to them is disabled, LDV as a whole is disabled in the recipient experience.

All recipients and CC'd parties see all files all the time.

LDV is disabled

Participant

During Signing

Completed Agreement

Sender

All documents

All documents

Internal Recipient

All documents

All documents

External Recipient

All documents

All documents

Internal CC

All documents

All documents

External CC

All documents

All documents

External Archive Recipient

NA

All documents

Visibility of documents based on enabled settings:

Using LDV with the REST API v6

The sender can use the REST API v6 to explicitly grant visibility to documents.

REST API v6 calls ignore all document visibility settings in the UI, as the API call overrides account/group level settings.

The only carry-over behavior is that the sender must specify a document label if it specifies a form field for a particular recipient. 


Things to know....

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