Control Document Visibility in DocuSign | Quick Tutorial

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In this video, I go over how to control document visibility in DocuSign, allowing you to specify which documents each recipient can view within the same envelope. I explain how to set up the feature, the different visibility settings, and provide a step-by-step guide to ensure that only the intended recipients see the appropriate documents.
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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