Audience: Organizations
The short answer: You can hide non-essential documents from signers on a per-transaction basis during the Prepare Document stage. Non-essential documents have no signer or notary fields and don't need to be signed or notarized.
You can also limit document visibility at the account level to apply this setting as a default across all transactions.
Hide Non-Essential Documents
When preparing your document, follow these steps to hide or show a document for a single transaction:
- Select the Visible to signers dropdown in the Prepare Document window.
- Choose your desired option:
- Hide from signers — prevents signers from seeing this document.
- Visible to signers — allows signers to see the document.
- Click Save & Close.
Summary Checklist
- Confirm the document has no signer or notary fields.
- Select Hide from signers in the Prepare Document window.
- Click Save & Close.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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