Undersign
v1.1
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Documentation In-person signing
Sending & signing

In-person signing

When a signer is physically with you - at a counter, closing, or meeting - you sign on your device together. No email is involved, and the result carries the same legal weight as remote signing.

How it works

  1. Prepare the request

    Build the request as normal, and set the signer's mode to in-person.

  2. Open the signing page

    On your device, open the request's signing screen. You stay in control of the device.

  3. Hand it over

    Pass the device to the signer. They review the document and complete their assigned fields.

  4. They sign and submit

    The signature is captured exactly as it would be remotely, with the mode recorded in the audit trail.

  5. Retrieve after

    When they're done, you keep the device and the completed document moves to completed.

Privacy while signing

Take reasonable care: the signer sees only the document and their fields. Passwords, other apps, and unrelated data on your device aren't part of the signing experience.

Mixing modes

A single request can mix email and in-person signers - remote executives plus a walk-in guest, for instance. See Add signers for per-signer mode.