You can hide non-essential documents from your signers for an individual transaction. Non-essential documents do not have any signer fields and do not need to be signed or otherwise notated by your signers.
Who can use this
Any user in your organization who can create and send transactions can perform the steps below.
What to expect
- Hidden documents should not have signer or notary fields placed on them.
- This process hides the document for this particular transaction. You can also limit document visibility at the account level.
Hide non-essential documents
After you upload the documentWhen 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.
- 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.