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

Thanks for submitting this idea, ​@dawn.taylor. We appreciate you taking the time to share it with us.

Our team is actively working through all submitted Ideas, and while there’s no update to share just yet on this one, we’ll follow up if there’s a status change. Thanks for your patience and input.

We think this is a great idea which makes total sense. It would make the witness signing process much slicker and easier. We often need multiple deeds to be witnessed at the same time, so if it is possible to save witnesses needing to keep re-keying their address and occupation details, then this would reduce errors and speed up the process.

We’ve tried tooltips and default text. However, witnesses often assume that because their signature has been auto-populated, then their address and occupation details will be too.

We had a situation last week where the witness had five deeds to witness - all in the same envelope. Their occupation requires them to be on call, and they got called up just when they started to sign. They therefore had to rush, so just filled in their address and occupation on the landing page, not in any of the embedded text boxes. 

Fortunately the certificate of completion captured their initial details, so we do have their address and occupation. But the finished deeds look messy. Because the deeds had been signed, the only way to fix was to void the envelope and re-execute - which is impractical and in some cases not possible.

In hard copies, this is easy to fix - we ask witnesses for their address & occupation details when they sign, and then offer to take care of filling them in for them after they’ve signed. But currently this isn’t possible with e-signing, unless the envelope is voided and reissued.