Document visibility & Download rules
Tuesday, September 22, 2020 at 08:35pmHi,
In a package with multiple documents, created using .net SDK,
Is it possible to set a document's visibility during signing ceremony only to the signers on each document, through SDK?
If so, then after the package is completely signed and email goes to all signers with the download link to the signed documents, will a signer be able to download the docs not visible to him/her?
Can visibility be restricted to a page within a document the signer needs to sign ? The idea is if some sensitive info with in a document can be hidden from signer 1 but not signer 2 on the same document.
Thank you.
Reply to: Document visibility & Download rules
Wednesday, September 23, 2020 at 08:54amHi Anu,
Is it possible to set a document's visibility during signing ceremony only to the signers on each document, through SDK?
Yes, document visibility determines which recipients can view which documents during signing ceremony, and you can configure it through SDK
Will a signer be able to download the docs not visible to him/her?
No, "download all files" button won't include docs not visible to the signer, and if you intendedly build an API link and try to download such document, a 404 API error will be returned like below:
{"technical":"Document: 0422fb26ada0b46a37d7936371701e0b406c3fbd82e026d8 was not found","messageKey":"error.validation.packageManagement.invalidDocument","message":"Can not find specified document.","code":404,"name":"Resource Not Found"}
What's more, the package JSON retrieved by signer session ONLY includes the documents that he/she has visibility with, which from API level prevents the signer from viewing sensitive information from other signers that he/she shouldn't have access with.
Can visibility be restricted to a page within a document the signer needs to sign ?
Today the document visibility feature is configured on a per-document basis, we can definitely raise it as an Enhancement Request but as per the current implementation, an easier solution could be to extract the pages to a separate document if only partial signers should have visibility on it.
Duo