In-person signing
Let a recipient sign on your device while your workspace session is locked.
The person in front of you. This is for the client with no email address, no phone, or no confidence using one — which is an ordinary case, not an edge case.
On a template send, select In person, on your device for that signer. An invitation email is not required for that person.
123The send screen, with the recipient's name and email, how they sign, the language, the option to require an access code, the agreement name, message, expiry and reminders. Screenshots use a demonstration workspace. - 1Enter the real recipient for this reusable signer role.
- 2Add a separate signing access code if needed.
- 3Review expiry and reminder settings before sending.
Send the agreement. When their turn is active and they are present, open the agreement and choose Hand over this device.
An active in-person recipient is offered Hand over this device. Screenshots use a demonstration workspace. Confirm the hand-over, then give them the device. Your workspace is locked while they review and sign.
Take the device back and unlock your account with your password. Prepare your password before starting, even if you normally use magic links.
The agreement records the in-person method and host. You can return to the agreement after unlocking.
Hand-over access lasts twenty minutes. Start a new hand-over if it expires before the person finishes.
If someone helped the signer, record the helper’s name and role in the signing screen.