Document visibility docusign
Author: g | 2025-04-23
But with the Docusign document visibility feature, you can streamline this process. Let's say you're sending an envelope with two documents: Document A: Needs Sam's signature; Document B: Needs Bob's signature Without Docusign document visibility: Both Sam and Bob would see both documents in the envelope. With Docusign document visibility:
Control Document Visibility in DocuSign
It’s relatively common these days to be asked to sign important documents digitally via DocuSign. Can you use DocuSign for free?QUICK ANSWERYes, as long as you're only signing a document you've received from someone else, such as a PDF or Word file. If you want to make more extensive use of DocuSign, such as sending a document to someone else for signature, you'll need to upgrade to a paid plan.JUMP TO KEY SECTIONSDoes DocuSign have a free plan?How to use DocuSign for freeDoes DocuSign have a free plan?Yes, of sorts. If someone sends you a document to sign, like a PDF or Microsoft Word file, you can use DocuSign to add your signature(s) and send the completed document back. If they used DocuSign to send the document, you may see pre-marked fields to fill out. Otherwise, you can add your own.Anything more elaborate — including using DocuSign to request signatures — involves upgrading to one of the company’s paid plans.How to use DocuSign for freeOnce you’ve got a document you need to sign, follow these steps:Create a free DocuSign account. The company has apps for Android and iOS, or else you can use the company’s website.Import/upload the document. On mobile, you’ll be provided with a multitude of source options, including scanning photos.If asked, choose I’m the only signer.If you weren’t sent the document via DocuSign, you’ll need to overlay your own signing fields that match existing ones. Drag-and-drop necessary field names into place.Once fields are locked in, select each one to make sure they’re signed.Send the finished document. Recipients will get an email link, and the document can be downloaded later as needed.. But with the Docusign document visibility feature, you can streamline this process. Let's say you're sending an envelope with two documents: Document A: Needs Sam's signature; Document B: Needs Bob's signature Without Docusign document visibility: Both Sam and Bob would see both documents in the envelope. With Docusign document visibility: Using Document Visibility: While DocuSign does offer some flexibility with document visibility, maintaining this setup can be complex and not easily scalable. Pre-DocuSign Signed Form Approach: Create a pre-DocuSign process where a form determines which documents are needed. To include an additional PDF file in a DocuSign envelope that is visible only to specific signers and hidden from others, you can use Document Visibility. This feature allows you to control which documents in an envelope are visible to each recipient. Is Document Visibility part of your DocuSign plan? I’m sad to say that it is not possible, Docusign allows the user to set document visibility to a document but not a text, the text would have to be removed from the document prior to uploading it to Docusign in the case that you don’t want it to show entirely. For more information on Document Visibility, please view: Set Document Visibility To check if your DocuSign account supports KBA/ID check, SMS or Phone Authentication, and the Document Visibility feature, follow these steps: You would need to login to your DocuSign account as the Admin to verify these settings. Document Visibility: Settings → Sending Settings → Document Visibility Sign Documents How do I sign a Docusign document?Learn how to sign a Docusign document after receiving an email requesting your signature. FAQ: Docusign signingAnswers to common questions like how to correct an envelope, how to contact a sender, and how to download documents. Use a Security Code to access Docusign documentsAccess documents with the 33-digit security code provided. Sign and Return a Document with the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch)Learn how to sign and return a document from your iPad, iPhone, or iPod Touch, follow these steps. Sign and Return a Document with the Docusign Mobile App for AndroidFollow these steps to learn how to sign and return a document using the Docusign Mobile App for Android devices. Troubleshoot common signing issuesRead this article to learn how to resolve several common issues a signer can run into while signing a Docusign envelope. Docusign FAQ for Generative AI Agreement SummaryDocusign is introducing generative AI summarization technology to help you review your completed agreements. Docusign for Outlook: Why are my options grayed out in the Docusign for Outlook integration?If your options are grayed out in the Docusign for Outlook integration, use this article to help troubleshoot. Error: Envelope or Account Activation Not FoundExplanation and troubleshooting for "Envelope or Account Activation Not Found" errors. Saved Payment MethodsSaved Payments Method allows senders to save their signers payment method to their payment gateway for future charges, enabling recurring payments and future one-... Docusign Apps Launcher: Why am I unable to see values for the merge fields?For customers using Docusign eSignature for Salesforce with the Docusign Apps Launcher managed package, the values for the merge fields do not appear on the Add F... How to disable location tracking during signing?Learn how to disable Recipients from being prompted to allow their browser to share/track their location. Troubleshooting and HelpTroubleshooting and help for the most common issues Docusign customers encounter with eSignature, administration, account and billing, and more. Read the helpful ... How do I auto-navigate an envelope?Help your signers navigate more purposefully through Documents by setting Auto-Navigation settings. Why does Docusign requestComments
It’s relatively common these days to be asked to sign important documents digitally via DocuSign. Can you use DocuSign for free?QUICK ANSWERYes, as long as you're only signing a document you've received from someone else, such as a PDF or Word file. If you want to make more extensive use of DocuSign, such as sending a document to someone else for signature, you'll need to upgrade to a paid plan.JUMP TO KEY SECTIONSDoes DocuSign have a free plan?How to use DocuSign for freeDoes DocuSign have a free plan?Yes, of sorts. If someone sends you a document to sign, like a PDF or Microsoft Word file, you can use DocuSign to add your signature(s) and send the completed document back. If they used DocuSign to send the document, you may see pre-marked fields to fill out. Otherwise, you can add your own.Anything more elaborate — including using DocuSign to request signatures — involves upgrading to one of the company’s paid plans.How to use DocuSign for freeOnce you’ve got a document you need to sign, follow these steps:Create a free DocuSign account. The company has apps for Android and iOS, or else you can use the company’s website.Import/upload the document. On mobile, you’ll be provided with a multitude of source options, including scanning photos.If asked, choose I’m the only signer.If you weren’t sent the document via DocuSign, you’ll need to overlay your own signing fields that match existing ones. Drag-and-drop necessary field names into place.Once fields are locked in, select each one to make sure they’re signed.Send the finished document. Recipients will get an email link, and the document can be downloaded later as needed.
2025-04-07Sign Documents How do I sign a Docusign document?Learn how to sign a Docusign document after receiving an email requesting your signature. FAQ: Docusign signingAnswers to common questions like how to correct an envelope, how to contact a sender, and how to download documents. Use a Security Code to access Docusign documentsAccess documents with the 33-digit security code provided. Sign and Return a Document with the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch)Learn how to sign and return a document from your iPad, iPhone, or iPod Touch, follow these steps. Sign and Return a Document with the Docusign Mobile App for AndroidFollow these steps to learn how to sign and return a document using the Docusign Mobile App for Android devices. Troubleshoot common signing issuesRead this article to learn how to resolve several common issues a signer can run into while signing a Docusign envelope. Docusign FAQ for Generative AI Agreement SummaryDocusign is introducing generative AI summarization technology to help you review your completed agreements. Docusign for Outlook: Why are my options grayed out in the Docusign for Outlook integration?If your options are grayed out in the Docusign for Outlook integration, use this article to help troubleshoot. Error: Envelope or Account Activation Not FoundExplanation and troubleshooting for "Envelope or Account Activation Not Found" errors. Saved Payment MethodsSaved Payments Method allows senders to save their signers payment method to their payment gateway for future charges, enabling recurring payments and future one-... Docusign Apps Launcher: Why am I unable to see values for the merge fields?For customers using Docusign eSignature for Salesforce with the Docusign Apps Launcher managed package, the values for the merge fields do not appear on the Add F... How to disable location tracking during signing?Learn how to disable Recipients from being prompted to allow their browser to share/track their location. Troubleshooting and HelpTroubleshooting and help for the most common issues Docusign customers encounter with eSignature, administration, account and billing, and more. Read the helpful ... How do I auto-navigate an envelope?Help your signers navigate more purposefully through Documents by setting Auto-Navigation settings. Why does Docusign request
2025-04-15My location information when signing a document?Sharing your location information is a browser related setting that is not mandatory. Docusign does not require that signers share their location information in o... Why am I not getting Docusign SMS texts?Follow these steps to troubleshoot why you may not be getting Docusign SMS texts on your mobile device. Sending and Signing with eHankoRead this article to learn more about signing and sending with Docusign eHanko. Payments: Envelope won’t load for SignerLearn how to identify and troubleshoot issues where a Docusign envelope with a Payments field does not load for the signer. I see the error, "recipient must have an active account"Learn what to do if you see the error "cannot connect to server" or "recipient must have an active account" while trying to access a Docusign document from a link... What do I do if Docusign misreads my ID?Learn what you can do if Docusign misreads an ID during Identity Verification and someone is unable to sign. FAQ: Email link expirationRead this article to learn the answers to frequently asked questions about Docusign email link expiration. Express Service Announcement: Enhanced Express Capabilities Under a new Core Signing EngineThe Express signatures feature will be replaced by the Core Signing Engine which is a new digital signing service which will enhance the current express signing e... Locate an envelope access code to signDoes your document require an access code? Read this article to learn how to find it. Emails received on envelopes that have been signed | Docusign eSignatureEmail reminders continue for envelopes that were signed and completed. When an envelope is signed on a mobile device, if the cookies settings are not set to allow... Locate a Docusign envelope IDRead this article to learn where to find a Docusign envelope ID number. What is the difference between "Send with Docusign" and "Sign with Docusign"?Send with Docusign is used when you want to send a document to gather signatures or information FROM someone. You, as the sender, can also be a signer on document... How do I sign a document using a non-default browser?Right-click
2025-04-20DocuSign envelope.”In the preview of a document, click “Share”> “Create a DocuSign envelope.”How to edit before sending Note: From this window, you can add extra or remove existing recipients, set your signing order, assign roles and edit the names and emails of recipients. After you click “Create a DocuSign envelope,” confirm the recipients for the envelope.Then, edit your sending message and click “Edit in DocuSign.” You’ll be redirected to DocuSign, where you can drag and drop fields from the left side of the screen into your document.You can also click “Preview” in the top right corner to see what your envelope will look like when it's received. Once the document has the signature fields, click “Send.” Recipients will get an email from DocuSign asking them to review and sign the document. Note: A document in Smart Docs can only have one signature process active at a time. The previous one must be canceled if you want to create a new signature process in the same document.Envelope and recipient trackingNote: When the signing process is finished, the signed documents will be downloaded from DocuSign and stored in Pipedrive.Tracking your signaturesOnce you send a DocuSign envelope, you can track the signing process and its recipients’ most relevant information from the detail view where the document is linked. Click on “X/X completed” to open the signing tracker, where you can see who has and hasn’t signed, as well as their basic information. From this window you can also: Delete the envelope See the days left to signDownload the documentNote: You can download a basic version of the document at any time, but you can only download the completed version and certificate of completion after everyone has signed. Tracking document viewsWhen you send out a DocuSign envelope, the view tracker is shown alongside the
2025-04-01If you’re in the habit of sending or receiving digital documents, you may look for ways to incorporate higher credibility and authenticity during such exchanges.For this reason, tools like DocuSign and DocuSign alternatives enjoy great popularity as they can transform a single sheet of paper into a legally binding document with electronic signatures from all parties involved.Plus, digital signature solutions save time, effort, and resources. Imagine if you had to download the document, print it, sign it in ink, scan it, and send it back—that’s four steps too many. However, it may not work for you if you’re looking for DocuSign alternatives. Sure, it allows users to e-sign documents, generate digital audit trails, create reusable templates, add custom branding, and more. However, it lacks advanced document editing and bulk forms while restricting usage through envelope limits.Not to mention, changing signers or their roles and envelope transfers within the DocuSign environment are unnecessarily complicated.Moreover, DocuSign fails to offer the desired level of customer support for its steep price point. Fortunately, here are ten alternatives to DocuSign to make your document-signing process easier!What Should You Look for in DocuSign Alternatives?Before unveiling our list of DocuSign alternatives, let’s quickly review some features and qualities the alternatives should possess. Here are some key factors to consider while poring through the DocuSign alternatives:Ease of use: The eSigning platform should have an intuitive, user-friendly interface with a simplified signing process to serve even those who aren’t very tech-savvyLegal validity: To make digital signatures valid and enforceable, the legally binding eSignature solution must comply with standards and regulations like the ESIGN Act, UETA, eIDAS, PIPEDA, Electronic Transactions Act, etc., depending on the industry and geographic regionDocument editor: While the digital signature software may not require a document editor, having one at hand makes it an excellent DocuSign
2025-04-08