When opening the e-sign pop-up using DocuSign, you have the option to display and allow the user to select a Sign Type of In Person Signer. When this Send Type is selected, the following process will take place:
- The In Person Signing dialogue is displayed in the e-sign pop-up as seen below:
- Enter the Host Name and Host Email. The Host Email must be associated with a valid DocuSign account.
- Alternatively, customers can prefill the Host Name and Email fields via API. REST JSON sample code below:
- Alternatively, customers can prefill the Host Name and Email fields via API. REST JSON sample code below:
- After this information is entered, click Send.
- The Host will receive an email from DocuSign with a link for the signers to sign the forms.
- When the host clicks the link, DocuSign will display a message informing the Host of the process:
- DocuSign will ask the Host to pass control to the Signer:
- The signer will e-sign the form in DocuSign
- When finished, the signer has the option to email a copy of the completed document to their email
- DocuSign will ask the Signer to pass control back to the Host
- The process is complete, and the next signer (if any) will sign the form until the signing ceremony is finished.