ken_yu | Posts: 2

Custom Field at template from eSignLive WebUI

Friday, April 20, 2018 at 08:33am
0 votes
Would like to have a user enter a custom field from eSignLive WebUI where for a given template, they need to enter which department the template is associated with. The intent is to show only those template that is relevant to the user. For example, I have engineering templates, legal templates... so that when I start the transactions and I am in engineering that I only get the list of engineering templates. Is this something that we can do in the standard eSignLive WebUI or do I need to build my own UI based on the APIs
harishaidary | Posts: 1812

Reply to: Custom Field at template from eSignLive WebUI

Monday, April 23, 2018 at 07:14am
0 votes
Hi there, You can use the document visibility feature to only show the relevant documents to each signer and have them input data. Once the transaction is completed (i.e. everyone has finished signing), the signers will only be able to download the documents they've signed. https://www.esignlive.com/blog/tips-tricks-how-to-use-document-visibility-in-esignlive/
ken_yu | Posts: 2

Reply to: Custom Field at template from eSignLive WebUI

Wednesday, April 25, 2018 at 04:52am
0 votes
Haris, Thanks for reply. Document or transaction make sense to me. I was looking to see if there is a way to limit the templates. For example, I would like to avoid having IT department users viewing Tax department templates.

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