AI & document tools · 2 min read
Customize document sections and client visibility
Choose what appears on a document and verify it before sharing.
Before you start
Open the specific document you want to customize. Company defaults and existing-document settings are different.
Section Settings controls document section order and visibility.
- Use the arrows to change the section order.
- Eye controls show or hide supported sections.
- Choose Done when you finish reviewing the settings.
Step by step
Open section settings
Use Section settings to review the sections supported by this document type.
Choose the layout
Show or hide the available sections and reorder them where supported. Review memo, terms, and signature content.
Review item visibility
Open the items-table settings for column and detail visibility. Keep only the information intended for the recipient visible.
Preview the final result
Use Preview to inspect the actual recipient layout. Check the top of the document, item table, totals, and final terms before sending or downloading.
What happens next
The saved document uses your chosen presentation. Company visibility defaults apply to future documents; existing documents retain their own settings.
Good to know
Use the preview as the final check, especially after hiding costs or editing terms.
Sign in to use this feature. Available actions depend on your workspace access.