zeeshanshanif | Posts: 31

Hide admin name from signers list in designer view

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When I open document in designer mode to add fields, My name (account holder name) is listed in signers select box. But I don't want my name in default. Is there any way to hide my name (Account holder name) from signers list, I am using MEAN and opening document in iframe. screen shot is attached. Thanks

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mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

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Okay. Is there a reason you're using the old UI designer? If you use a designer URL like this one: https://sandbox.esignlive.com/a/transaction/{packageId}/designer You'll get the new designer, which will work with the following solution (this doesn't work with the old UI): When creating your package, add this package level attribute: "data": { "senderVisible": false} That should do it, if you do both of those. As I said above, if you use the old UI, this works and I don't know that it's possible to remove them.

mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

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What instance of eSignLive are you using? The screenshot shows the old UI, but the old UI is available from the new instance, too. I want to know cause I'd like to test on the appropriate instance. I will test and let you know after you let me know your instance (https://sandbox.esignlive.com/, https://sandbox.e-signlive.com/, etc).

zeeshanshanif | Posts: 31

Reply to: Hide admin name from signers list in designer view

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I am using https://sandbox.esignlive.com/

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zeeshanshanif | Posts: 31

Reply to: Hide admin name from signers list in designer view

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I am unable to login on https://sandbox.e-signlive.com/ with my credentials I am using on https://sandbox.esignlive.com/. What I need to do for login on new instance?

mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

1 votes
sandbox.esignlive.com is the new instance. You're already using the new instance. The old UI AND the new UI are both available from the new instance. I was just telling you how to use the new UI from the instance you're currently using.

zeeshanshanif | Posts: 31

Reply to: Hide admin name from signers list in designer view

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var options = { method: 'POST', url: 'https://sandbox.e-signlive.com/api/packages/', headers: { 'Authorization': key }, body: JSON.stringify({ "name": "test", "description": "", "type": "TEMPLATE", "due": null, "data": { "senderVisible": false}, "autocomplete": true, "emailMessage": "" }) }; https://sandbox.esignlive.com/a/transaction/{packageId}/designer in new UI it works fine but in old UI I still getting "Account holder" name in signers list. Am I doing something wrong?

mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

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No. As I stated above, this doesn't work in the old UI. I'll investigate if this was possible at all in the old UI, but I'm not sure that it was.

zeeshanshanif | Posts: 31

Reply to: Hide admin name from signers list in designer view

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Is it possible to hide "Done" button on new designer view . because when I click on done button , it redirects me to templates view

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mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

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Unfortunately, I don't think this button can be hidden. I spoke with someone in support and they said there is no setting for it in back office. This button is the same button used to "Send" the transaction in the normal designer, so I agree this is probably the case.

mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

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You could post this in the Enhancement Ideas forum, so the Product Management staff is aware of your desire to be able to do this.

zeeshanshanif | Posts: 31

Reply to: Hide admin name from signers list in designer view

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I require this feature because I can not give access to user to add fields, because if he clicks on on "Done", then can access all the things(admin section too)

mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

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If you create "Senders" on your account, you can grant them access under their sender account to create a template vs the main account admin's account. This would allow them to only see their own account and templates/packages they have access to.

zeeshanshanif | Posts: 31

Reply to: Hide admin name from signers list in designer view

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I am trying to create sender account by my admin account, on esignlive it is showing as "Account Invitee" but I am not getting invitation email on email.

mwilliams | Posts: 957

Reply to: Hide admin name from signers list in designer view

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You might try removing the request and trying again. If you use the REST API to add the sender, you can set their status to ACTIVE, as seen in the guide. Then, you could go to the login for eSignLive and see if using "forgot my password" gives you the email to reset. https://developer.esignlive.com/guides/feature-guides/senders/#rest-api

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