In Person Signing

What is "In Person Signing" and how to use it?

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: Log in to using your Admin username and Password.

Step 2: 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.

Step 3: Now you can check the box to say if you are a signer or a reviewer, Select the number of additional signers and also you have the option to enter the “Reference number” in this screen, where you can use it to search the document in the system. This is an optional field.

Step 4: To move to the next step, click “Continue”.

Step 5: 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 6: 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 7: 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 8: You can now sign the document by clicking on the "Sign and Send" button on the same device as the first signatory.

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