Add in-person signature fields

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In-Person signature is done by a user in presence of another user who facilitates the signing process. The facilitator can either be a configured signer or a user hosting the in-person signing session. SigningHub lets the document owner to add one or more in-person signature fields for a Signer or a Meeting Host.

Adding in-person signature fields is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable the respective signature field in your Role>Document Settings.

Add an in-person signature field

After you have:

Added the documents,
Added all the recipients and placeholders,
Configured workflow type, and
Configured special privileges in a workflow package:

Select the document from the left side of document viewer screen, on which in-person signature is required. Click (encircled with the blue colour on image) if you want to manage the added documents.
Select the signer/ meeting host from the right side of document viewer screen, for whom you want to add an in-person signature field. Click (encircled with the blue colour on image) if you want to manage the added recipients.

Click the "In-Person Signature" option, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size and its display preferences (i.e. visible or invisible) for adding new in-person signature fields on the same documents package. Now take the cursor to the field, and click to view and edit its details.
See the "In-Person Fields" table below for the fields description.

Repeat the above steps to add multiple in-person signature fields.

Delete an in-person signature field

In case you have mistakenly added an in-person signature field or it is no more required, you can delete it with a single click. For this:
Take the cursor to the in-person signature field in the document to delete, and click appearing on it.

The field will be removed from the document.

Get the in-person signature
SigningHub also allows you to get an in-person signature even during document preparation mode. Optionally when your configured in-person signer is around you, and you want to get his signature in your presence, you can do so.

Take the cursor to the in-person signature field assigned to you in the document, and click appearing on it.
A dialog will appear to input the in-person signature, only if this field is assigned to you and it is your signing turn in the workflow.
Get the in-person signature as required.
Your in-person signature field will be signed before sharing the document.

In-Person Fields
Fields	Description
Details tab
Signer name	Specify the in-person signer name that could sign the document on 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.
Field Name	Its an auto-generated (unique) field name that is used when you need to sign this form field through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft.
Display	This field will only appear when you are allowed (in your role) to add the invisible signatures on a document, and also allowed (in your service plan) to add witness digital signatures. When available: Select the "Visible" option, if you require a visible witness in-person signature from the signer on this field. This signature will have a proper appearance on the document as configured in the signer's Signature Appearance settings. Select the "Invisible" option, if you require an invisible witness in-person signature from the signer on this field. An invisible signature entails all the characteristics of an electronic signature and is duly verifiable like a visible signature. However, it does not have any appearance on the document. When an in-person signature field is marked as invisible, an eye icon is placed on the field as shown with the red arrow:
Authenticate signer via OTP	Tick this check box to enable OTP security for the in-person signer. Specify the signer's/ meeting host's mobile number in the next appearing field. When the signer/ meeting host 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. By default, the specified number is displayed partially masked to comply with the GDPR policy. Click to view the complete number.
Dimensions tab
Dimensions	Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this in-person signature field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft. Note: You can only edit the on-screen dimensions but not the PDF dimensions.
Replicate In-Person Signature tab
Replicate to Pages	Field to show total number of pages of the selected document of a package. Select the page number(s) (of the document) on which in-person signature(s) are required from the signer/ meeting host. This will replicate the in-person signature field on the selected page(s) and display their record in the below grid.
In-Persons grid	Grid to display the added in-person fields for the signer/ meeting host. Select the unwanted in-persons and click to remove them.
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/ meeting host can have multiple in-person signatures in a workflow document.

2. An in-person signature can also be a witness digital signature, if it is generated by using a witness certificate which is a public signing certificate available on the server for digital signing.

3. The availability of Witness Digital Signature and OTP security features are subject to your subscribed service plan. If you cannot find this option in your account, upgrade your service plan.

4. An invisible signature doesn't have any visible appearance on a document. However it entails all other verifiable characteristics of e-signing, i.e. Time Stamping, Certificate Chain, Certificate Status, etc. An invisible signature can be a Digital Signature, Witness Digital Signature, or Witness In-Person Signature as configured in a workflow.

5. The OTP length is based on your subscribed service plan. SigningHub currently supports 4, 6, and 9 digits OTP.

6. You can also add an in-person signature field on a previously signed document, if the document is not certified or locked.