How to configure "In Person Signer" Send Type

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:

1. The In Person Signing dialogue is displayed in the e-sign pop-up as seen below:
   
   

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2. Enter the Host Name and Host Email. The Host Email must be associated with a valid DocuSign account.

   1. Alternatively, customers can prefill the Host Name and Email fields via API. REST JSON sample code below:
      
      

      { "HostFormOnQuik": true, "QuikFormID": "12", "ESignType": { "Type":"Docusign", "AuthUserID":"", "SignCallBackURL":"", "SignEnvironmentID":2, "InPersonSigningHost": { "Name": "John Smith", "Email": "jsmith@email.com" } } }

3. After this information is entered, click Send.

4. The Host will receive an email from DocuSign with a link for the signers to sign the forms.

5. When the host clicks the link, DocuSign will display a message informing the Host of the process:
   
   

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6. DocuSign will ask the Host to pass control to the Signer:
   
   

    

7. The signer will e-sign the form in DocuSign

8. When finished, the signer has the option to email a copy of the completed document to their email

9. DocuSign will ask the Signer to pass control back to the Host

10. The process is complete, and the next signer (if any) will sign the form until the signing ceremony is finished.