Articles in this section
Category / Section

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 the Create 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.

Adding an in-person signer

  • 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.

Email notification

  • You will be asked to click the appropriate recipient for whom you are hosting the session and click the Next button.

Selecting the recipient

  • An instruction page opens. You should read the instructions and click the Start session button.

Start session

  • 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.

Transfer control

  • Click the Transfer control button and complete the signing process.
Was this article useful?
Like
Dislike
Help us improve this page
Please provide feedback or comments
Access denied
Access denied