Page Comparison

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• By default, all signing roles will receive all forms in a generated package to sign. If a customer wishes to use Document Visibility, they must know ahead of time which Form IDs will be excluded from which signing roles.

• To use this feature, the customer’s DocuSign account must have Document Visibility enabled, and the EnforceSignerVisibility and SignMultipleDocs properties must be set to TRUE in the Quik! Forms Engine.

• Documents are excluded in ExcludedDocuments parameter of the Recipients object in the API request (comma separated).

• Customers cannot exclude documents from a signer who has sign fields on the excluded Form IDs

Use Case #1

In this example, say an advisor belongs to the Trustman Financial Broker-Dealer, and they clear with Pershing. They are opening a new IRA account for a client that requires the client to complete and sign a IRA Application form from their Broker-Dealer (Form ID 38002) as well as an IRA Application with Pershing (Form ID 218). They want their client to sign both forms, but the OSJ only wants to receive the Pershing form, so the customer will only send the Pershing form to the OSJ to sign, and exclude the Trustman form. See sample code below for configuring this request.

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