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I have an agreement summary page that I want to pass to specific signers (only internal signers) that I would like to include as an attachment to the email notification to the signer. The document does not require any DocuSign processing. I can pass a href link in the message, but it contains username:password which renders it unsecure.

rmiller9932
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    No, however you could use Document Visibility to make that Document part of the envelope for specific people, and leave it out for other specific people. – Andrew Apr 30 '15 at 21:19
  • DocuSign never sends documents through email (that's not secure and defeats the whole purpose) but as Andrew has mentioned document visibility feature might work for you. Check out the answer I just posted... – Ergin May 11 '15 at 17:09

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As Andrew has stated you can use the Document Visibility feature to control which recipients can see which document(s). This can be configured on a given envelope through the DocuSign Web Console as well as through the API.

To test things out follow this guide for setting document visibility in a template in your account:

https://www.docusign.com/support/classic/documentation/cdse-user-guide/advanced-sending/using-document-visibility-in-a-template

Also check out this previously answered SO post which has some more insight into how it works:

Limit visibility on documents

Community
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Ergin
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