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Configuring in-person signatures for a signer

In person signatures are very much similar to the initials, but they are done on behalf of someone else. SigningHub lets you configure multiple in-person fields for a document signer.

To configure the in-person signature field,
  1. Add a document.
  2. Open the document to prepare.
  3. Add the document signers/ signing group as required.
  4. Click the "Next>" button to continue.

  5. Select each signer one by one from the "Workflow Details" caption, to add an exclusive signature field for them. 
    The in-person signature field is added in conjunction with the signature field, and cannot be used without the actual signature field.
  6. After selecting the signer, click the "Digital Signature" or the "Electronic Signature" option as required, and drop it on the document. A signature field with the signer name is added on the document. 
  7. Now click the "In-Person Signature" option and drop it on the document.
    Repeat the step 7 to add multiple in-person signatures for this signer. 

  8. A field will be added on the document with the "In-Person Signature" caption. You can drag and drop the field anywhere in the document by using mouse. Also use the bottom right corner to re-size the field as required. See the below image and the "In-Person Fields" table for respective fields description.
    Now take the cursor to the "In-person signature" field, and click  to view and edit its details, or click  to delete the field. 
  9. Click the "Share Now>" button to initiate the workflow with these settings. 

In-Person Fields Table
Replicate In-Person Signature tab
Replicate to Pages Field to show total number of pages of the opened document. Specify the page number(s) (of the document) on which in-person signature(s) are required from the signer. This will replicate the in-person signature field on the selected page(s) and display their record in the below grid. After adding, manually drag and drop each in-person signature field to the required page location in the document.
Signer name
Specify the in-person signer name that could sign the document on the behalf of the configured signer. The specified name will be shown in the below grid and under the in-person signature field on the document. 
Authenticate signer via OTP Tick this check box to enable OTP security for the in-person signer. Specify the signer's mobile number in the next appearing field. When the signer will try to sign the document, an OTP will be sent on that mobile number. The document can be signed only upon providing the correct OTP.
In-persons grid
Gird to display the added in-person fields for the signer. Select the unwanted in-persons and click  icon to remove them.
Field Dimensions tab
Field Dimensions Set the coordinates/ position (Left, Top, Width & Height) of the in-person field. However you can also manually set the coordinates of the in-person signature field through drag and drop.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog.

​1. A document signer can have multiple in-person signatures.
2. Whenever a document is shared, the workflow quota of respective account is consumed, and hence the available count is decreased by one.
3. The availability of OTP security feature is subject to your subscribed service plan. If you cannot find this option in your account, upgrade your service plan.

See also

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