限制文档的可见性 [英] Limit visibility on documents

问题描述

使用API​​，考虑以下信封，其中包含两个签名者S1和S2以及三个文档D1，D2，D3：

Using the API, Considering the following envelope with two signers, S1 and S2 and three documents D1, D2, D3:

• D1：包含S1和S2的标签。


• 对于D2：仅包含S1的标签。


• 对于D3：仅包含S2的标签。 / li>
  

• For D1: Contains tags for S1 and S2.
• For D2: Contains tags for S1 only.
• For D3: Contains tags for S2 only.

我有一个要求，在签名时，允许S1仅看到D1和D2。 S2可以看到D1，D2和D3。
看上去文档可见性功能是一种解决方法，但是S2看不到D2，因为他在该文档上没有标签。
有办法吗？

I have a requirement where S1 is allowed to see only D1 and D2 while signing. S2 can see D1, D2 and D3. It looks like the Document Visibility feature is the way to go, but S2 wouldn't see D2 because he has no tags on that document. Is there a way to do this?

推荐答案

是的，文档可见性是实现此目的的方法-但是，正如您所指出的那样，S2在D2上至少需要有一个标签才能使其可见。为了满足此要求（虽然不需要D2上S2的任何输入），您可以考虑实施以下方法：

Yes, Document Visibility is the way to achieve this -- but, as you point out, S2 will need to have at least one tag on D2 in order for it to be visible. To meet this requirement (while not requiring any input from S2 on D2), you might consider implementing the following approach:

• 添加D2（文档2）上S2（签名者2）的全名或 DateSigned 标签。 （DocuSign将自动填充 FullName 或 DateSigned 标签的数据，因此无需从S2输入该标签。）

• Add a FullName or DateSigned tag for S2 (signer 2) on D2 (document 2). (DocuSign will automatically populate data for FullName or DateSigned tag, so no input will be required from S2 for that tag.)

要使该标签不可见，请设置其字体颜色属性，使其与页面的背景色匹配。例如，如果D2具有白色背景，请将S2标签的字体颜色设置为白色。这样可以有效地使标签不可见，但从技术上讲，它仍存在于D2上并且属于S2，因此当使用文档可见性功能时，S2可以看到D2。

To make that tag invisible, set its Font Color property such that it matches the background color of the page. For example, if D2 has a white background, set Font Color of the S2 tag to White. This effectively makes the tag invisible, but it still technically exists on D2 and belongs to S2, so D2 will be visible to S2 when using "Document Visibility" feature.

注意：请记住，隐藏 FullName 或 DateSigned 标签会掩盖任何内容一旦DocuSign用适当的值自动填充文档后，它将占用文档中的空间-因此请确保将其放置在不会无意间白化（覆盖）文档内容的位置。

Note: Keep in mind that the "hidden" FullName or DateSigned tag will cover up whatever space it takes up in your document once DocuSign auto-populates it with the appropriate value -- so be sure to place it somewhere that it doesn't inadvertently 'white-out' (cover up) content in the document.

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