HOW TO TUTORIALS in person signing

In person signing allows you to select a host for another recipient to sign using their device. This way if both recipients are in the same space, they won't both need to access a device, as one recipient can host a session for the others.

RESOURCES >> In-Person Signing

step one

step one

Set up to send a new document as per normal then click next.

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step two

step two

When adding the document recipients, click Needs to sign, and then select In person signer on the recipient you wish to have a session hosted for.

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step three

step three

  • A new window will then open where you can select who will be hosting the session.
  • Select the recipient you wish to host the session.
  • Repeat this process for any other recipients that may be signing in person
    From here you can now finish the process for sending the document for e-signing. Once the host receives the document, they will be able to sign and fill their relevant fields, and then host the session for any users that will be using their device.
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