Hello, I have a problem in a key customer process - I am a solution architect at a Brazilian reseller - and I can't solve it. Maybe someone in the community can help me...
Signature Process needs (previously attended by Docusign):
As a real estate agent, my customer is responsible for intermediating and sending for signing lease agreements.Its main asset is contact details of involved stakeholders (tenant and Landlords) and during signature process tenant and landlord cannot view each other's contact details.
Our problem:
Settings to hide Adobe Sign signers don't work in practice! It didn't work on the client's Adobe Sign setup or ours.
Adobe Sign Console setup settings (printscreen attached):
Account Settings > Global Settings:
Limited Document Visibility
X Signers will only see files containing signature, initials or data entry fields assigned to them.
Attach a PDF copy of the signed document in emails sent to
All recipients
X Internal recipients: Problem! If selected, everyone receives: internal or external! (same @domain or not)
External recipients
X No one Problem! If selected, everyone persists receiving: internal or external! (same @domain or not)
- Alternative: is only senders receive PDF copy of the signed document (x No one selected o internal recipients) and then manually send it to stakeholders (viable but bad option! manual process!). I can't say if it isn't working or we don't understand the option…
- Best solution (feature request maybe???): everyone could receive it, but with a CCo: without any of the signers seeing each other's email / contact details in the email header Cc.
Somebody tell me I'm doing something wrong ...
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