{"id":13286,"date":"2020-04-06T17:29:29","date_gmt":"2020-04-06T08:29:29","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/support\/?post_type=manual_kb&#038;p=13286"},"modified":"2020-04-08T10:47:28","modified_gmt":"2020-04-08T01:47:28","slug":"hiding-part-of-doc","status":"publish","type":"manual_kb","link":"https:\/\/www.eformsign.com\/en\/support\/knowledgebase\/hiding-part-of-doc\/","title":{"rendered":"Hiding sheets\/sections of a document when sending"},"content":{"rendered":"\n<p>For documents with multiple sheets\/sections, you can set external user process settings so that some sheets\/sections of a document are hidden for external recipients.<\/p>\n\n\n\n<p>You can decide which sheets\/sections will be hidden to external users by using the &#8216;Document type by sheet or section&#8217; setting in the Properties tab of external user process steps in the workflow of a template.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2>Creating multiple sheets\/sections in a document<\/h2>\n\n\n\n<p>To hide a sheet\/section of a document, the template must consist of multiple sheets\/sections first.<\/p>\n\n\n\n<ul><li>Excel: Must consist of two or more sheets.<\/li><li>Word: Must consist of two or more sections. Note that you must set &#8220;Breaks&#8221; to &#8220;Next Page&#8221; when creating sections.<\/li><\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p style=\"background-color:#0e73c3\" class=\"has-text-color has-background has-very-light-gray-color\">[Tip] Creating sections in Word<br><img loading=\"lazy\" width=\"764\" height=\"671\" class=\"wp-image-13288\" style=\"width: 400px\" src=\"https:\/\/www.eformsign.com\/en\/support\/wp-content\/uploads\/sites\/6\/2020\/04\/word-breaking-sections.png\" alt=\"\"><br>1. Place the mouse cursor on the part of the page you want to create sections.<br>2. Go to the PAGE LAYOUT menu.<br>3. Select &#8220;Next Page&#8221; under &#8220;Breaks&#8221;.<br>4. Check that sections have been created.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2>Using the settings for hiding sheets\/sections<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>Only the\u00a0<strong>admin<\/strong>\u00a0and\u00a0<a href=\"https:\/\/www.eformsign.com\/en\/support\/knowledgebase\/types-of-permissions\/template-management\/\"><strong>template manager<\/strong><\/a>\u00a0can perform this action. <\/p><\/blockquote>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1271\" height=\"886\" src=\"https:\/\/www.eformsign.com\/en\/support\/wp-content\/uploads\/sites\/6\/2020\/04\/Document-type-by-sheet-or-section.png\" alt=\"\" class=\"wp-image-13289\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol><li>Login to eformsign.<\/li><li>Go to Dashboard &gt; Manage templates.<\/li><li>Click the template settings icon (\u2699) to go to the Template settings page. <\/li><li>Click the Workflow menu.<\/li><li>Add an external user process step (if there already is an external user process, then click on the step itself).<\/li><li>Check the &#8216;Document type by sheet or section&#8217; settings in the Properties tab on the right.<\/li><li>Select the sheets or sections you want to show or hide.<ol><li>Required: The selected sheet\/section will be shown to external users.<\/li><li>Optional: Decision on whether to show the selected sheet\/section will be made by the requestor of the external user process.<\/li><li>Hide: The selected sheet\/section will be hidden to external users.<\/li><\/ol><\/li><\/ol>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"template":"","manualknowledgebasecat":[63,56,52],"_links":{"self":[{"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/manual_kb\/13286"}],"collection":[{"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/manual_kb"}],"about":[{"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/types\/manual_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":12,"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/manual_kb\/13286\/revisions"}],"predecessor-version":[{"id":13319,"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/manual_kb\/13286\/revisions\/13319"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/media?parent=13286"}],"wp:term":[{"taxonomy":"manualknowledgebasecat","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/support\/wp-json\/wp\/v2\/manualknowledgebasecat?post=13286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}