In Person Signing
What is "In Person Signing" and how to use it?
Last updated
What is "In Person Signing" and how to use it?
Last updated
This new feature has been added to the platform in addition to the pre-existing serial and parallel signing functionality. In-person signing can be best put to use at the point of onboarding. With this feature, the entire signing Template can be executed on a single window without the need to send the document to be signed in another working environment. Here the document initiator and the second party, both can sign on the same device. This feature is apt for Digital Banking Units (DPUs) to quickly onboard new customers with an end-to-end digital interface, that allows the customers to sign documents on the go.
Step 1: Click on “Create an Envelope” from the left side panel.
You will be navigated to the screen where you can upload one or more documents for signing. Click “+ Upload” and start uploading documents.
You will be navigated to the screen where you can upload one or more documents for signing. Click “+ Upload” and start uploading documents.
Step 2: Once the document is uploaded, the status of the document is shown as uploaded along with the other details like the name and size of the document. Envelope Name and Reference Number are two optional fields which can be used to keep a track of the document. The user has to select the type of the workflow and then proceed to adding the details of the participants in the envelope.
Step 3: The initiator of the envelope has to select the role and provide the email address to add them as either a reviewe/Signer/CC Recipient in the workflow. The user can click on "+ Add Signer/Reviewer" to add another participant in the envelope. Once all the signatory details are added click on "Continue".
Step 4: In this step, you will be able to view the documents that were uploaded. On the right-hand side of the panel, click on “+Add Existing” Signatory to add the participants, then drag and drop the colored box for the signatory wherever necessary.
Step 5: Workflow Type: In “Select Signing Type” accordion, you will see couple of options. 1. Serial 2. Parallel and 3. In-Person Signing, select the appropriate signing type that suits your requirement.
Step 6: Click on the colored Signature box on the document to begin the signing procedure.
If you are the first signatory, sign the document and click on the ‘Send’ button.
You will be able to view the document with the signature of the first signatory and the signing space for the second signatory.
Yes, the second signatory will now be able to sign from the same device as that the first signatory at the same time and same place.
Step 7: You can now sign the document by clicking on the "Sign and Send" button on the same device as the first signatory.
