E-signatures

In person signing

The other party is standing at the counter. Emailing them a link, waiting for them to find their phone, unlock it and search their inbox is theatre. Turn your screen round instead.

Send a document for signingWhat the Sign here button does, what it waives, and how the record marks it
A signer row on the envelope status page showing a Waiting badge, a Resend button and a Sign here button
Sign here is the in person handoff. It opens that signer's own session on your screen, with nothing emailed.

One button on the signer's row

Every outstanding signer on the status page has a Sign here button beside Resend, with the tooltip hand your device to this signer. Pressing it opens the signing view for that person immediately on the machine you are already using. There is no email, no waiting and nothing for them to find. When they finish, you are back on your own status page with their signature already recorded.

The session never touches the address bar

Pressing the button asks the server for that recipient's token and a fresh signing session, then navigates to the signing view passing the session through the browser's own navigation state rather than the URL. So there is no link in the address bar to copy, nothing lands in browser history, and closing the tab ends it. That is a deliberate difference from the emailed route, where the link is the credential.

It waives the check, and says so in the log

Because you are standing next to the person, the emailed identity check is skipped for that session. That is a real trade, and the record is explicit about it: an in person started event is appended before the signing view opens, carrying the identifier of the account that hosted it. Anyone reading the audit trail later sees that this signature was witnessed by you rather than verified by a code, and the event is labelled Signed in person, hosted by the sender.

The preconditions are strict

The button only works while the envelope is out for signature, so not on a draft, a completed one, a withdrawn one or an expired one. The recipient must not have already signed, declined or lapsed. And if the envelope enforces a signing order, it must genuinely be that person's turn, checked the same way it would be for an emailed link. You cannot use in person signing to jump the queue.

Everything after that is normal

The person sees the same document, the same fields, the same consent line and the same pad. Their signature is stamped into the working copy exactly as it would be from an emailed link, their IP is recorded, and when they are the last signer the envelope completes and the certified copy is emailed to everyone including them. The only thing that differed was how they got to the page.

How it works, in three steps

  1. Step 1

    Open the envelope's status page

    Every recipient who has not yet signed or declined shows both a Resend and a Sign here button.

  2. Step 2

    Press Sign here on their row

    The signing view opens on your device with a session for that person already in place.

  3. Step 3

    Hand the device over

    They complete the fields, add their mark and accept the consent line. Take it back when they are done.

Limits worth knowing

Questions people ask

Does the signer still need their email address on the envelope?

Yes. They are a normal recipient with a name and an email, which is where their copy of the completed document is sent.

Can I use it if I set an access code for that person?

Yes, and the code is not asked for. The record shows the signature was hosted in person rather than verified by the code, so the trade is visible.

What if I press it by accident?

Navigating away without submitting changes nothing except that an in person started event was recorded. The recipient stays outstanding and their emailed link still works.

Can two people sign one after another at the counter?

Yes. Go back to the status page and press Sign here on the next row, subject to the signing order if you have one.

Make your own signing flow

The button opens the generator with this use case already described. Change the wording to match yours, generate, then edit anything you like.

Send a document for signing

Related pages

More finished work of this kind is on the e-signature examples hub.