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Home > Configuring Personal Settings > Managing your workflow templates > Configuring in-person signatures in a template

Configuring in-person signatures in a template

SigningHub enables you to configure multiple in-person signature fields for signers in a template. 

To add in-person signature field in a template,
  1. In case of a personal template, click the "Settings" option from the top menu.
    Or in case of an enterprise template, click the "Enterprise" option from the top menu.
  2. Click the "Templates" option from the right menu.
  3. Click  from the main grid header. The "Create Template" dialog will appear.
  4. Specify template name and description in the respective fields.
  5. Click the "Select Document" button and browse the template document. The selected document will be opened to configure template details, as shown below.

Please follow the numbering to learn the step by step process of configuring in-person signature field for the signer. 

  1. Add the recipients and/ or placeholders as required. The recipients will be added under "Workflow Details" (see step 2). 
  2. The list of added recipients and placeholders is maintained accordingly under the "Workflow Details" caption. Select the "Signer" option from adjacent field to mark the added recipient as a document signer in the workflow.
  3. Click the "Next>" button to continue.



  4. Select a signer 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.
  5. After selecting the signer (see step 4), 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.
  6. In case of an electronic signature, the signature field is marked with "Electronic Signature", while for digital signature the signature field is marked with "Digital Signature".
  7. 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 this field anywhere in the document by using mouse. Also use the bottom right corner to re-size the field as required. Now take the cursor to any field, and click  to view and edit its details, or click  to delete the field. See the below images and table for the respective fields description.
  9. Click the "Save Template>" button to continue, or click "<Back" to navigate the previous screen for reconfiguration.
  10. The "Save Template" screen will appear, edit template name and description if required and click the "Save" button to save these configurations.










     

In-Person Fields Table
Fields 
Description
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 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-person 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.
Always create this field on last page
This check box is only appeared for configuration, when you drop the in-person signature field on the last page of a template document. Tick it if you want to place this field on the last page of workflow document.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog.


1. ‚ÄčA document signer can have multiple in-person signatures.
2. To experience the exact settings, it is recommended to use the template (being created) on the same documents. The actual positions of configured signature/ initials/ in-person fields may alter, if this template is applied on different type or size of documents. 
3. The availability of OTP and Witness Digital Signature features is subject to your subscribed service plan. If you cannot find these options in your account, upgrade your service plan.


See also


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