How can I hide data from other signers?

You can see in my document that I have some gray fields and some yellow fields. Ideally, I want the process to be that I submit the document to my signers, and they fill out the yellow fields. It then comes back to me. Is it possible to fill out the gray fields (which I fill out) only once, and not have to do it again? The gray fields will always be the same. However, I don't want the signers to see what is in the gray fields.

Hi Doug,

If I understand you correctly, you want to fill out the gray fields but don't want to show the data to the filler. If so, then you need to send the Sign Document to the filler first, when they fill out the data and complete their signature, then you can start signing the document. This way, your filler can't see the gray field's data. But if you sign the document first and then send it to the filler, they can see the data. Unfortunately, you can't hide the prefilled data from the filler. To do that, you need to set the Signer 1 from the dropdown while creating a link, so when you send the link, they will see the fields assigned to them. You can share your Sign Document publicly in just a few easy steps. Let me show you how:

1. Open your document in Sign Builder, and then click on Send in the green navigation bar at the top of the page.

2. In the menu on the left side of the page, click on Share with Link.

3. Now, select the role that will start the signing flow from the Dropdown menu.

4. If there are multiple signers, enter their details and click on Create Link.

5. Then, click on Copy Link, and you're ready to share your document.

Now, when someone submits the document, it will automatically notify the other signers. You can also assign the first signer to enter the other signers instead of entering them manually each time. Let me walk you through it:

1. While in the Share With Link menu, hover your mouse over either the Name or Email input field, and click on the Signator icon that appears on the right side of the box.
2. Select the role from the Dropdown menu, and click on Save. That’s it, you’re done.

Check out the screenshot below to see how the Other Signers are added:

You can also check out our guide about How to Send a Document for Signature With Jotform Sign for more information.

Let us know if you need any other help.