Protect the privacy of your signers in multiple-signer transactions using the document visibility setting for your account.

Who this is for

Any user in your organization with an owner or admin role can perform the actions described below.

This feature must be enabled by Proof. If you're interested in this feature, contact your Customer Success Manager (CSM) or contact our sales team.


What to expect

Once enabled, the document visibility setting is applied to all of your transactions involving more than one signer; this cannot be adjusted on individual transactions.

This setting only affects transactions with more than one signer.

The final document package for each signer only includes documents they signed.

Who can see documents

This participant Can see…
Sender (you or your team)
  • The entire document package is visible
Signers
  • Only the documents they are assigned to sign or interact with for the transaction
  • Documents without any fields or requirements unless they are specifically hidden from signers
Witnesses
  • Only what's required for the witness

Was this article helpful?

2 out of 2 found this helpful