📖 Table of contents
Document visibility lets you control which recipients can see each document in a signature request.
When you hide a document from a recipient, it becomes completely invisible to them. They won’t see it listed or referenced at any point in their experience.
This is especially useful when your signature request includes documents that should not be shared with all recipients (for example, confidential annexes or individual agreements).
Note: Document visibility is available on Pro and Scale plans only. An admin must enable it in your organization settings before senders can use it.
Enable document visibility (admin)
Before senders can use document visibility, an admin must activate it for the organization.
Go to Settings > Signature settings.
Scroll to the Sender capabilities section.
Under Document visibility, enable Allow senders to control document visibility per recipient.
Click “Save signature settings.”
Once enabled, the option becomes available automatically during signature request preparation.
Configure document visibility in a signature request
You configure document visibility during signature request preparation.
By default, all recipients can see all documents. You only need to adjust visibility when you want to restrict access.
Open the visibility panel
In the preparation view, locate the Visible to button above the document preview.
Click “Visible to” to open the Manage document visibility panel.
Adjust visibility
The panel displays a table (matrix):
Rows = recipients
Columns = documents
Each cell contains a Can view checkbox
By default, all checkboxes are selected.
To hide a document from a recipient, uncheck the corresponding Can view checkbox.
To restore access, check it again.
If a signer has a field on a document (signature, text field, checkbox, etc.), you cannot hide that document from them. The checkbox is disabled.
To hide the document, first remove all fields assigned to that signer on that document.
Click “Save” to apply your changes, or “Cancel” to discard them.
Rules to keep in mind
To send your signature request:
Each signer must have access to at least one signable document
Each signable document must be assigned to at least one signer
If one of these rules is not met, you won’t be able to send the request. An error message will indicate what needs to be fixed.
After sending
On the request detail page, you can see the visibility configuration for each recipient.
For each recipient, you can check which documents they can access
For signers, you can also see which documents they are expected to sign
Senders and workspace members with access to the request can always see all documents, regardless of visibility settings.
What recipients experience
Signers
Signers only see the documents assigned to them.
Documents that are not assigned to them:
are not listed
cannot be accessed
are not mentioned anywhere
A signer only signs the documents they can see.
If a document is hidden from them, they do not sign it.
Each signer has their own audit trail. It includes only the documents they viewed and signed.
Approvers
Approvers also only see the documents assigned to them.
However, their approval or rejection always applies to the entire signature request, not just the documents they can see.