DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

Website

docusign.com

Industry

Collaboration

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How to enable the needs to view role in DocuSign

Here is how to enable the needs to view role in docusign

First click on the "Admin" link in the top navigation menu
Then scroll down the page to view more options in the admin section
Next click on the "Sending Settings" option in the left sidebar under the "SIGNING AND SENDING" section
Then scroll down the page to view the "Recipient Roles" section
Next click the "Enable needs to view role" checkbox under the "Recipient Roles" section to enable it
Then scroll down the page to view additional settings and the save button
Finally click on the "Save Changes" button to save the configuration

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Why should you enable the needs to view role in DocuSign

DocuSign is a leading digital tool that simplifies electronic signatures and accelerates agreement processes.

Enabling the "needs to view" role in DocuSign enhances collaboration by allowing designated individuals to access essential documents without the need to sign. This feature ensures that key stakeholders are informed and aligned, boosting efficiency across projects.

By granting view-only permissions, DocuSign streamlines workflows, fostering transparency and communication. Embracing this feature offers a seamless experience in document management, ultimately driving productivity.

Last update

February 14, 2026

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