Documents Other Signers Cannot See

I finally figured it out why it was working for me and not for you. I had the "documentVisibility" setting already set in my account and I didn't realize this until I had support check my account. It appears that this feature can only be enabled through support and can't be done through the API. And this will be account setting and not per package setting. You can send your request to [email protected] to have the document visibility set to signer. You don't have to declare it in your json payload.

Hey Trevor, Yes, you can definitely hide documents that your signers do not have any signatures during the signing process. All you need to do is during package creation to set the visibility to "SIGNER", as the default value is "ACCOUNT".

{
  "visibility": "SIGNER"
}

Is that at the document or package level of the request?

That is a package level request.

So here is what I got on my last request:

Can not construct instance of com.silanis.esl.api.model.Visibility from String value 'SIGNER': value not one of declared Enum instance names: [ACCOUNT, SENDER]

I have taken out the visibiity flag for now. But let me know if there is a change needed on my end.

My mistake. The visibility should be set to SENDER, not signer.

So, I switched it to that and no error, but the signer that is not on all documents can still see the other doccument, so it looks to have had no effect.

Hey Trevor, I apologize for not being thorough enough and checked this myself. You will have to declare the visibility in the "settings" object during package creation.

{
  "settings": {
    "ceremony": {
      "documentVisibility": "signer"
    }
  } 
}

And I can confirm that the visibility is indeed "SIGNER" and not "SENDER". I went ahead and tested this myself and it worked as expected.

Thanks so much for going into the weeds with this. Still having issues, so I figured I would just show you my package and you can tell me if anything looks questionable

{
    "type": "PACKAGE",
    "language": "en",
    "emailMessage": "",
    "autoComplete": true,
    "status": "SENT",
    "roles": [
        {
            "locked": false,
            "emailMessage": {
                "content": ""
            },
            "attachmentRequirements": [],
            "reassign": false,
            "specialTypes": [],
            "data": null,
            "type": "SIGNER",
            "index": 0,
            "signers": [
                {
                    "auth": {
                        "challenges": [],
                        "scheme": "NONE"
                    },
                    "company": "",
                    "phone": "",
                    "knowledgeBasedAuthentication": null,
                    "language": "en",
                    "title": "",
                    "external": null,
                    "professionalIdentityFields": [],
                    "userCustomFields": [],
                    "delivery": {
                        "email": true,
                        "provider": true,
                        "download": true
                    },
                    "group": null,
                    "signature": null,
                    "address": null,
                    "data": null,
                    "name": "",
                    "specialTypes": [],
                    "firstName": "Steve",
                    "lastName": "Mikes",
                    "email": "[email protected]",
                    "id": "Customer"
                }
            ],
            "name": "Customer",
            "id": "Customer"
        },
        {
            "locked": false,
            "emailMessage": {
                "content": ""
            },
            "attachmentRequirements": [],
            "reassign": false,
            "specialTypes": [],
            "data": null,
            "type": "SIGNER",
            "index": 0,
            "signers": [
                {
                    "auth": {
                        "challenges": [],
                        "scheme": "NONE"
                    },
                    "company": "",
                    "phone": "",
                    "knowledgeBasedAuthentication": null,
                    "language": "en",
                    "title": "",
                    "external": null,
                    "professionalIdentityFields": [],
                    "userCustomFields": [],
                    "delivery": {
                        "email": true,
                        "provider": true,
                        "download": true
                    },
                    "group": null,
                    "signature": null,
                    "address": null,
                    "data": null,
                    "name": "",
                    "specialTypes": [],
                    "firstName": "Jane",
                    "lastName": "Doe",
                    "email": "[email protected]",
                    "id": "Co-Buyer"
                }
            ],
            "name": "Co-Buyer",
            "id": "Co-Buyer"
        },
        {
            "locked": false,
            "emailMessage": {
                "content": ""
            },
            "attachmentRequirements": [],
            "reassign": false,
            "specialTypes": [],
            "data": null,
            "type": "SIGNER",
            "index": 0,
            "signers": [
                {
                    "auth": {
                        "challenges": [],
                        "scheme": "NONE"
                    },
                    "company": "",
                    "phone": "",
                    "knowledgeBasedAuthentication": null,
                    "language": "en",
                    "title": "",
                    "external": null,
                    "professionalIdentityFields": [],
                    "userCustomFields": [],
                    "delivery": {
                        "email": true,
                        "provider": true,
                        "download": true
                    },
                    "group": null,
                    "signature": null,
                    "address": null,
                    "data": null,
                    "name": "",
                    "specialTypes": [],
                    "firstName": "PRcoRate Demo",
                    "lastName": "Inc.",
                    "email": "[email protected]",
                    "id": "Dealer"
                }
            ],
            "name": "Dealer",
            "id": "Dealer"
        }
    ],
    "documents": [
        {
            "approvals": [
                {
                    "role": "Customer",
                    "fields": [
                        {
                            "type": "INPUT",
                            "extract": true,
                            "subtype": "LABEL",
                            "required": true,
                            "binding": "{approval.signed}",
                            "name": "BuyerSignDate"
                        },
                        {
                            "type": "SIGNATURE",
                            "extract": true,
                            "subtype": "CAPTURE",
                            "required": true,
                            "name": "vtBuyerSig"
                        }
                    ]
                },
                {
                    "role": "Dealer",
                    "fields": [
                        {
                            "type": "INPUT",
                            "extract": true,
                            "subtype": "LABEL",
                            "required": true,
                            "binding": "{approval.signed}",
                            "name": "SellerSignDate"
                        },
                        {
                            "type": "SIGNATURE",
                            "extract": true,
                            "subtype": "FULLNAME",
                            "required": true,
                            "name": "vtSellerSig"
                        }
                    ]
                },
                {
                    "role": "Co-Buyer",
                    "fields": [
                        {
                            "type": "INPUT",
                            "extract": true,
                            "subtype": "LABEL",
                            "required": true,
                            "binding": "{approval.signed}",
                            "name": "CoBuyerSignDate"
                        },
                        {
                            "type": "SIGNATURE",
                            "extract": true,
                            "subtype": "CAPTURE",
                            "required": true,
                            "name": "vtCOBuyerSig"
                        }
                    ]
                }
            ],
            "extract": true,
            "name": "California, Idaho, Washington GAP Contract"
        },
        {
            "approvals": [
                {
                    "role": "Customer",
                    "fields": [
                        {
                            "type": "INPUT",
                            "extract": true,
                            "subtype": "LABEL",
                            "required": true,
                            "binding": "{approval.signed}",
                            "name": "BuyerSignDate"
                        },
                        {
                            "type": "SIGNATURE",
                            "extract": true,
                            "subtype": "CAPTURE",
                            "required": true,
                            "name": "vtBuyerSig"
                        }
                    ]
                },
                {
                    "role": "Dealer",
                    "fields": [
                        {
                            "type": "INPUT",
                            "extract": true,
                            "subtype": "LABEL",
                            "required": true,
                            "binding": "{approval.signed}",
                            "name": "SellerSignDate"
                        },
                        {
                            "type": "SIGNATURE",
                            "extract": true,
                            "subtype": "FULLNAME",
                            "required": true,
                            "name": "vtSellerSig"
                        }
                    ]
                }
            ],
            "extract": true,
            "name": "California VSC Contract"
        }
    ],
    "settings": {
        "ceremony": {
            "documentVisibility": "signer"
        }
    },
    "name": "VSC & GAP Contracts for 10/12/2016",
    "description": "VSC & GAP Contracts for 10/12/2016"
}

Thanks for all the work. Really appreciate this. I will do that with my profile.