Add in-person signature fields

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In person signatures are very much similar to the initials, but they are done on behalf of someone else. SigningHub lets you configure in-person signatures for document signers and meeting hosts in a template. You can also add multiple in-person signature fields against a signer/ meeting host.

Add an in-person signature field in the template

After you have:

Added the document,
Added all the recipients and placeholders, and
Configured workflow type in your template:

Configured special privileges in your template:

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 for new in-person signature fields. 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 from the template

Take the cursor to the in-person signature field in the document, and click appearing on it.
The field will be removed from 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 user 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.
Always create this field on last page	This check box appears for configuration, only when you drop the in-person signature field on the last page of a template document. Tick it if you want to always place this field on the last page of workflow document.
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 template.

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.