You can hide non-essential documents from your signers on a case-by-case basis. Non-essential documents do not have any signer flags (i.e., they are not required to be signed or otherwise notated by your signers).
🎯Primary Audience: Title Agents & Lenders
When you're preparing your document, follow the steps below to hide or display documents for a single transaction:
- Select the Visible to signers dropdown in the Prepare Document window, then either:
- Hide from signers: Prevents signers from seeing this document
- Visible to signers: Allows signers to see the document
You can also limit document visibility at the account level.
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