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In-Person Signing allows a signer that is physically present for signature or someone who may not have an e-mail address to electronically sign a document. An Administrator with an eSign Genie account will need to facilitate the in-person signing and assist the signer. This will allow you to create legally binding, electronically signed documents without having to hassle with using an e-mail address if it not required or available to use. Listed below are the steps explaining how to create a document with the in-person signing feature enabled as well as a video.
You can watch the video of In-Person Electronic Signatures using eSign Genie or skip to the steps below.
Create a new Document with In-Person Signing
2. Drag and Drop your desired fields wherever you need them from the toolbox in the document. Assign the property to the fields in the document, like the recipient responsible for filling in the value.
3. If you are sending the document to a new signer (email address not in your address book), click on ‘Add New’ button to add the name and email first. You can select ‘Select this party as in person signer’ to enable the in-person signing. You will also need to assign the in-person signing administrator. For in-person signer email address is not required.
6. Once the in-person signing administrator clicks on the “View Document”, he will be redirected to the In Person Signing Administration Session where the user will have two options: 1) give control to the in-person signer and 2) continue as an in-person administrator.
7. Once the in-person signing administrator passes the control to the in-person signer, it will show the In-Person Electronic Signature Acceptance box to confirm to sign the document.
Recommendation: Read how to send PDF Template for in-person signing.