Control which recipients can see each Document in a Signature Request

You can now restrict Document access per recipient within a single Signature Request. Excluded recipients cannot see the Document at all: it is not listed, not accessible, and not referenced in their signing experience. A Signer's electronic signature covers only the Documents visible to them.

By default, all recipients see all Documents; existing integrations require no changes.

New parameters on Document, Signer, and Approver endpoints:

• excluded_signers and excluded_approvers (arrays of UUIDs) on POST /documents and PATCH /documents/{documentId}: define which Signers and Approvers cannot see a Document
• excluded_documents (array of UUIDs) on POST /signers, PATCH /signers/{signerId}, POST /approvers, and PATCH /approvers/{approverId}: define which Documents a Signer or Approver cannot see

Available on Pro and Scale plans.

An organization admin must enable it first: Settings > Signature settings > Sender capabilities > Document visibility.

For full details, see the updated Document, Signer, and Approver guides.