In-person signing lets someone sign a document electronically while they're physically with you, on a device provided by a Signing Host (for example, a laptop or tablet at your office). The Signing Host is the person who runs the signing session and guides each in-person signer through it. Learn more in In-Person Signing.
Setting up a document or template for in-person signing works the same as any other document. The only difference is how you add recipients. For the full process, see Create and Send Your First Document for Signature.
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Create a new document or template.
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Upload the files that will be part of the eSign package.
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Go to the recipients page. If you're already in the document editor, open the recipients pop-up instead.
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Select Add a Recipient.
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Using the recipient type drop-down, change the recipient from Signer to Signing Host, then enter the host's name and email address.
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In the In-Person Signers section that appears under the Signing Host, enter the in-person signer's name and email address.
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(Optional) In-person signers don't receive an email invitation, so you can add ID authentication to confirm who they are:
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Click the lock icon at the far right of the in-person signer's row.
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Turn on ID Authentication and choose the type of ID to check, such as a driver's license or passport.
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To add more in-person signers, select Add In Person Signer and repeat steps 6–7.
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Add any remote signers, if needed.
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When you're done adding recipients, click Next on the recipients page, or Save in the recipients pop-up.
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Finish the document as usual: customize the invitation message and add tags (see Assign Tags to In-Person Signers below).
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When the document is ready, click Send in the top right.
After you send the document, the Signing Host receives an invitation email to start the session. See Hosting an In-Person Signing for what happens next.
Assign Tags to In-Person Signers
In the document editor's left panel, the recipients list labels each person by role, so you can tell the Signing Host and in-person signers apart.
Assign tags to in-person signers the same way as any other recipient: select the signer, then place their tags. For details, see Assigning Tags to Specific Signers.
Tags assigned to a witness signer will display a house icon in the top-right corner of the tag to distinguish them from other recipients. This will not appear in the finalized document.
Once all tags are assigned, you can send the document for signature.