Signing Documents in Person

In-person signing allows you and anyone else who needs to sign a document electronically to fill it out in person.

For instance, let's say you've got a newly hired employee in your office. You're filling out paperwork with them, but you'd rather not email them a document and have them sign it through their email. 

With in-person Signing, you can have them electronically sign the document right there and then. Here's a simple run-through of how this works: 

To use In-Person Signing, you must set up a template in your Templates dashboard. Once your template has been created, click on the "Use" button in the middle of the template's row: 

Then click on the " Sign In Person" option:

The system will set up your document, and you'll then be required to select the person who will be signing first: 

The person that you selected will then need to enter their name and email address:

They'll be taken to the document and need to fill out all the fields assigned to them in the template. After clicking " Save & Finish", a prompt will appear, allowing them to continue to the next signer (if there is more than one signer):

This process repeats until everyone has signed: 1) select the first signer, 2) enter their information, 3) have them fill their assigned fields, and 4) continue to the next signer.

When the last signer has completed the document, a download dialogue box will appear, allowing you to download the document. Alternatively, you can return to your documents dashboard:

In-person signing is suitable for documents with a single recipient and those with multiple signers. 

If you need more help, please don't hesitate to contact SignWell support at support@signwell.com.