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Request to Update Envelope Summary Behaviour Based on Document Visibility

Categories:eSignature
  • June 20, 2025
  • 2 replies
  • 37 views

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Currently when document visibility settings are applied, the envelope summary still reflects all events within the envelope. This means that recipients with access to only one document can still see details about other recipients, including witness information. Additionality, witnesses who only have access to a single document have no way of knowing who else can view the personal data they have entered in the eWitnesss pop-up at the start of the process. 

To address this, the following changes are proposed

  • The envelope summary should be dynamically tailored to reflect only the documents visible to the user. 
  • It should clearly indicate when the summary is a partial extract rather than a full envelope summary
  • Witnesses should continue to have no access to the certificate or summary. 

These changes will help ensure that document visibility settings are respected throughout the signing process and that sensitive information is appropriately protected.

2 replies

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  • Community Moderator
  • February 5, 2026
Idea SubmittedParked

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  • Community Moderator
  • February 5, 2026

Thanks for sharing this idea with us, ​@Zainab Olawoyin. We’ve reviewed it and appreciate the thought behind it.

At this time, we’re not planning to pursue this request, so we’ve marked it as parked. 

While it’s not on our current roadmap, ideas like yours help inform future direction if priorities change.

 

Thanks again for contributing your input.