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Document visibility (internaly & externaly)

New Here ,
Aug 08, 2022 Aug 08, 2022

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Good day,

 

When I send a contract to the internal approvers and signers and to the supplier approvers and signers.

 

I want internally (for example) the purchasing manager to initial the contract summary and to be able to see the rest of the documents without having to initial or do anything else so that this person only sees the documents and does not have to do anything with them.

 

But I want the supplier to not see the contract summary and only see the rest of the documents (contract + attachments). How can I make documents invisible to external parties? I just don't want a role approver and signer (external) to see the internal documentation.

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How to sign

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New Here ,
Aug 08, 2022 Aug 08, 2022

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An idea: It would be very nice if you could indicate in a Workflow Designer, under documents, which documents are for internal use only and which are for internal/external use, for example. And that you then indicate in the Recipients who is Internal and who is External.
Then you can make visibility even easier.

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