In-person signing lets someone sign a document electronically while they're physically with you. They don't get an email invitation or sign on their own device. Instead, they complete the document on a device provided by a host, such as a laptop or tablet at your office.
When to use in-person signing
-
A client is meeting with you and you want to complete the paperwork during the visit.
-
The signer isn't comfortable signing on their own device, or you want to walk them through the document.
-
You want to verify the signer's identity face to face, such as by checking a driver's license or passport.
How it works
In-person signing involves two roles:
|
Role |
Who they are |
What they do |
|---|---|---|
|
Signing Host |
The person who will be physically present with the signer. The host receives the invitation email. |
Opens the document, hands over the device, guides each signer through verification and signing, and submits the document when everyone is done. |
|
In-Person Signer |
The person signing on the host's device. In-person signers are added under a Signing Host. |
Verifies their identity, then fills out and signs their assigned tags. |
At a high level, the process looks like this:
-
The sender adds a Signing Host and one or more in-person signers when setting up recipients, then sends the document.
-
The host opens the document from their invitation email.
-
Each in-person signer verifies their identity before signing.
-
Each signer completes and signs their fields.
-
The host submits the document, and once everyone has finished, all parties receive the finalized copy.
Things to know before you start
-
Multiple signers: A single host can have more than one in-person signer. Each signer goes through verification separately.
-
Mixing with remote signers: You can include both in-person and remote signers in the same document. The document is finalized only after everyone has completed their part.
-
ID authentication: You can optionally require in-person signers to provide ID details, such as a driver's license or passport. This information is recorded in the audit trail as proof of identity.
-
Signer email: In-person signers are added with an email address. This is where they receive their copy of the finalized document.
-
Tags: Tags assigned to an in-person signer are marked with a house icon in the editor.
-
Documents and templates: In-person signing can be set up on both documents and templates.
In-person signing vs. witness signing
Both involve being physically present, but they serve different purposes. With in-person signing, the signer completes the document on the host's device instead of receiving their own invitation. With witness signing, a witness is linked to a specific recipient and signs alongside them to attest to that recipient's signature. For more on witnesses, see Set Up a Witness Signer for a Recipient.
Get started
-
Set up an In-Person Signing: Add a Signing Host and in-person signers to your document or template.
-
Hosting an In-Person Signing: Guide your signers through the session as the host.