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Idea Submitted

Make Document Fields available to auto populate to documents the Witness Details entered by the witnesses when accessing envelopes

Categories:eSignature
  • December 16, 2025
  • 0 replies
  • 5 views

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When a witness opens an envelope to witness/sign, they are presented with a screen in which they have to enter their Occupation and Address details.  

These fields are mandatory and the witness must complete these details before they can open the envelope to complete/sign/witnesses the document(s).

 

It would be useful if these fields could be available to the creator of the envelope when they are adding fields to documents so that these details are auto filled into the document once completed by the witness.  

 

Currently, if the witness name, occupation, address etc. are required information on the documents the creator has to create text fields for these and the witness has to re-key this information into the document after they have already entered these details on the mandatory screen when accessing the envelope.  This can result in the witness updating the text fields to say: as already entered etc. and the document not being populated with the required information.  We are using tooltips in an attempt to resolve this issue but witnesses continue to complete the document fields in this way. 

 

Is it possible to make these fields available (like the Company, Title fields we have for standard users)?