Host in-person signing
Hosting in-person signatures on a document is also a part of the document workflow and is used for approval purposes. However, the hosting activity does not involve digital signatures. Being a meeting host you need to facilitate the document signing process for the configured in-person signers.
Since hosting in-person signatures is a workflow activity, these documents are shared with certain exclusive permissions (e.g., printing, downloading, access duration, password protection, etc.) by the respective Document Owner.
Host in-person signatures
- Click the "Documents" option, available at the top of the SigningHub screen.
Or click the "Pending" count link from your SigningHub Dashboard. - From your documents list, locate the pending document to host in-person signatures, and click the "Sign" button against it.
The document will be opened for hosting.
Alternatively, you can skip the above two steps and follow the document link in the notification email that has been sent to you by SigningHub. This will directly open the document for hosting in-person signatures. - Add/ download attachments as required (optional).
- Merge other pdf files as required (optional).
- Use the allowed document permissions as required (optional).
- Fill in the form components (if any configured for you).
- Fill in the form fields (if any configured for you).
- Add your initials (if any configured for you).
- Add signing related comments (if any).
- Go to each configured in-person signer one by one, and get their in-person fields signed by them.
A dialog window will appear with the hosting instructions to facilitate the signing process.
- After getting all the in-person signatures, click the "Close" button from the top right of document header.
In case the "Automatically proceed with workflow upon completion of mandatory actions by signer", option is turned off in your enterprise user role then the "Finish" button will be displayed to conclude the signing process.
The document is now signed, and its status will be changed from "Pending" to "Signed" in your documents list. The document owner will also be notified about this action through an email.
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See Also
- Open a pending document
- Add/ download attachments
- Merge other pdf files
- Document permissions
- Fill in your form components
- Fill in your form fields
- Add your initials
- Add your In-Person Signature
- Agree to the legal notice
- Add your Signature
- Add signing comments
- Review a document
- Update a document
- Decline a document
- View verification details
- Change a recipient/ placeholder
- Delegate your signing authority in a workflow
- QR Code Scanning