Getting Documents Signed In Person

For various reasons, you may want one or more of your recipients to sign documents in person. One of your recipients may not have an acceptable device, security limitations may prohibit remote signing, or you may want to verify the person's identity in person. Whatever the reason our platform facilitates in person signing in a quick and simple way.

When preparing the document for signature you should set the role to "sign in person" or "fill in person" if you want that person to be present for the signing session. In such cases he/she will receive a notification that he/she needs to sign or fill a document in person, they will not be sent a link for remote signing.

To complete the e-sign request for "in-person" signers you will have to manage an in-person signing session. This can be done by accessing your DocEndorse account going to the hub and locating the "in person" tab (if it is not immediately visible use the green menu button at the top right of the screen to open the fly over menu) and initiating the process. After clicking the "in-person" tab you will be redirected to the in-person workflow where you can select the right session and begin the process to edit the document.

In-person signing can also be done after the document has been sent. This option is for emergency cases where you discover that one or more of your recipients are not able to complete the process without assistance. In such cases, you will have to locate the e-signature request by accessing your DocEndorse account and going to the "Request Details" dropdown on the left side of your screen, then click "Requests", and find the request in question from the table. After finding the request, click the menu button, then Get Information, and finally "complete in person". This will launch an authentication page allowing you to facilitate the signing.