Follow

In-Person Signing on iPad: Getting Signatures from Others Face-to-Face

Simplify the signing process whenever you are meeting with a client or business partner by using In-Person Signing. There’s no need to wait for the back-and-forth of normal document delivery. To use In-Person Signing, all you need is a DottedSign account holder to create the DottedSign process which will then allow any other individual to fill out and sign documents.

 

To locate this feature on your iPad you can follow these steps:

  1. Create new document, and click on “Get Signatures”

    1.gif

  2. Choose your document from camera, photo or browse

    2.jpg

  3. Click the “Remote Signing” arrow, and change to “In-Person Signing”

    3.jpg

  4. Add Signer’s name and email address & click Next

    4.png

  5. Choose fields from the toolbar, insert and place the fields to the document for assignees to sign. Click Next to send

    5.png

  6. Require your signees to verify their identities via a verification code before starting to sign

    6.png

  7. Click “Host Signing” and pass the iPad to the signer

    7.jpg

  8. The signee will receive an email with their verification code

    8.png

  9. Have the signee fill in the 6 digit verification code

    9.png

  10. Add signature & click Confirm

    10.gif

  11. You can now view the completed document! All parties, including the host and signers, will receive a notification email from which they can download the completed file and audit trail.

    11.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.