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Use the view only feature

Contents

Bespoke signer workflows with view-only are available on Enterprise plans.

Step 1

From the dashboard, click ‘Get Started’ or ‘Templates’.

Use view only feature step 1

Step 2

Add your document(s) through one of the listed options.

Use view only feature step 2

Step 3

Under Envelope Signers, add the signer’s full name and email address (or access your signer’s details via the address book symbol). You can also add yourself as a signer by clicking ‘Add me as a signer’.

Use view only feature step 3

Step 4

Complete the Email Content section (optional) and then click ‘Continue’.

Use view only feature step 4

Step 5

From the right-hand side, choose the person you only want to view the document and click on their name.

Use view only feature step 5
Updated on 13 October 2025
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