How to perform
in-person signing
Overview
In-person signing allows meeting
hosts to let Users that are in their presence sign a document even
though the other Users do not have SigningHub accounts.
This could be useful for an
investment broker who regularly meets clients while they are away
from the office. For example, an investment broker meets a
prospective client at a coffee shop. The clients indicate that they
want to continue and must now sign an indemnity form to allow the
investment broker to continue.
In this instance the investment
broker will act as a Meeting Host. The broker will load the indemnity
form on SigningHub and add the required number of in-person signature
boxes for the clients to sign.
Prerequisites
Workflow
This workflow will be configured for
a Meeting Host to let one or more Signers sign with in-person
signing.
For ease of use, the document
preparation process can be automated with the help of a template.
Perform
In-Person signing
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#
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Step
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1
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Log into
SigningHub at web.signinghub.co.za.
The credentials
to log into SigningHub will have been created during the enrolment
process.

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2
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Start a new
workflow on SigningHub by clicking on the New
Workflow button.

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3
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Upload the
document that requires the in-person signature.

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4
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The Meeting Host
adds themselves as a Signer to the workflow.

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5
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Click the Next
button.

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6
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Add a digital
signature block to the document by selecting Digital
Signature from the toolbar on the
right. Drag the In-Person Signature
block to the document.

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7
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For added
security, an OTP can be added to the workflow by clicking on the
Gear
icon on the In-Person Signature block.

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8
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The Signer can
now sign the document by clicking on the In-Person
signature block.
If an OTP was
configured, they will be required to enter the OTP now.
Click the Sign
Now button to finalize the
signature.

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Related
articles
Automate this workflow
In-person signing workflows can be automated from third-party applications.
For more information see the sample code.