You can adjust which documents can be viewed to protect the privacy of your signers when there are multiple signers on one transaction using the Document Visibility setting for your account. As the transaction creator, you can see the entire document package.
You can also Limit Document Visibility on all Hybrid Transactions.
🎯Primary Audience: Title Agents & Lenders
This feature must be enabled by Proof. Please contact Customer Support at firstname.lastname@example.org to request this feature for your account. If you were assigned a Customer Success Manager (CSM), work with your CSM.
Once turned on, the Document Visibility setting is applied to all of your transactions involving more than one signer; it cannot be adjusted on individual transactions.
What will be signers see?
Each signer will only be able to see the documents they must sign (or otherwise interact with) before, during, and after the meeting. Their final document package will only include the documents they signed.
If the document does not have any requirements for signers to complete, all signers will be able to see the document unless it is specifically hidden from signers.
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