Guides
Common workflows
Send for in-person signing
Before you start
- A document or template ready to sign.
- A device: the signer signs on their phone or on your shared screen.
When in-person signing fits
Customer at a branch, employee onboarding, counter or service transactions. The document gets completed in the minutes you're both present, no follow-up email.
The workflow
- Create the request with in-person signing.
- Let the signer open the link on their device.
- They complete and sign on the spot.
- The document completes immediately.
Step 1: Create the request
Start a signature request and choose in-person signing as the mode.
Step 2: Hand over the link
Give the signer the signing link, typically by opening it on their phone, or by sharing your screen. They never need an account.
Step 3: Complete together
The signer fills their fields and signs in front of you, so you catch any missing details before they finish.
Step 4: Confirm completion
The document completes the moment they submit. No waiting on an email they might miss.
What happens next?
In-person signing produces the same completed document, certificate, and audit trail as email signing, just without the waiting.