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How to add a recipient as an in-person signer?
Published:
2 mins read
The in-person signer option in BoldSign allows you to get a document signed in front of a company representative or another host. Anyone can host a signing session on a tablet or any other device. The in-person signer option is accessible only to paid users.
Adding a recipient as in-person signer
- Click
Create New
and select theCreate New Document
option. - Add file(s) on the Prepare document page, then enter the recipients’ names, email addresses, and roles in the
Add recipients
section. - If the recipient should sign as an in-person signer, select the role, and enter the host’s email address below it.
- The host should be one of your organization’s users. The in-person session can only be hosted by a person within the organization.
- Once the host id is added, Click
Next
to enter the required form fields and transmit the document for signature.
Signing a document as in-person signer
- The host will receive a mail link once the document has been received. Click the
Host Signing Session
.
- You will be asked to click the appropriate recipient for whom you are hosting the session and click the
Next
button.
- An instruction page opens. You should read the instructions and click the
Start session
button.
- It will then redirect the user to the signing page, where the in-person signer can finish the signing process under the guidance of the host.
- When the
Complete signing
button is clicked, a prompt asking to return control to the host will show up.
- Click the
Transfer control
button and complete the signing process.