Enhancement Request: Clear Indication for Specified vs. Non-Specified Recipients and Witness Role Requirements

Current Issue

1. Recipient Specification

​​​​​​​When adding recipients, there is no clear alert or visual indication differentiating those that need to be specified from those that do not. This can cause confusion because additional recipients may appear in the workflow but are not actually added to the list requiring specification.

2. Witness Role Requirement

When a witness needs to be specified by the signer/recipient, the system does not indicate that a role is required. There is no asterisk, alert, or prompt to highlight this requirement. You only find out it is needed when you try to send the document, which can be frustrating and time-consuming. Additionally, the alert that appears at send stage can be misleading because it suggests that the witness should be part of the specified recipient list—even though in some cases, the witness may not need to provide specified information for that recipient.

Proposed Enhancements

• Add a clear visual indicator (e.g., an asterisk or alert) for recipients that require specification.

• Provide an early-stage prompt or warning when a witness role is required but not assigned.

• Ensure alerts accurately reflect the requirement without implying incorrect recipient relationships.

• Consider an inline message or tooltip explaining the difference between specified and non-specified recipients.