With in-person signing, you can set up a template on an iPad or tablet so a client or customer can sign the form in person using their finger.
In-person signing is available on Standard and Premium plans.
Note: in-person signing is intended for single signer documents only. If you need to have more than one person sign a document, you'll need to send the request via the web app.
Why use in-person signing?
Consider in-person signing for any situations in which your customers or clients need to sign a standard form in person, such as waivers or intake forms at gyms, yoga studios, ski resorts, etc.
How to set up a document for in-person signing
- Sign in to your account.
- Click Create a template.
- Click Create link to create a template link.
Once you finish creating a template link, the unique ID and URL for the link will be provided. To continue:
- Click Activate in-person signing.
- Review the information and click Enable in-person signing.
- Review the instructions on setting up your tablet for in-person signing.
Follow the instructions in the pop-up to activate in-person signing on your iPad or tablet.
Note: an Internet connection is required to use in-person signing.