How to Send a Document for In-Person Signing
In-person signing changes one thing about a document: how a recipient is reached. Instead of being emailed a private signing link, that person signs on your device while you are with them. Everything else, from uploading the file to placing fields, works exactly as it does when you send a document for signature by email.
In-person signing is included on the Business plan. If the option is not showing, check what your current plan covers.
Preparing the Document
- Click Create Request in the sidebar and upload your PDF or Word file, then click Next.
- On the Approvers and Signers step, add the person who will sign and give them the Need to Sign role.
- Change that recipient's delivery from email to in person. Inkfree will not send them a signing link.
- Click Next and place the fields each signer needs to complete.
- Add your message and send.
The document now sits in your account waiting for you to run the session, rather than waiting on someone's inbox.
Leaving the Signer's Details Blank
You do not need to know who is signing when you build the document. An in-person recipient can be saved with no name and no email, which is what makes this useful for a counter, a registration desk, or a site visit where you prepare the paperwork in advance.
You enter the signer's name and email when you hand the device over. Both are required at that moment: the email identifies that signer on the document and is where their completed copy is delivered.
Tip: If you already know who is signing, fill the details in while you prepare the document. You can still correct them at hand-off if something has changed.
Mixing In-Person and Emailed Signers
Delivery is set per recipient, so a single document can do both. Sign the customer in front of you in person and route the manager, guarantor, or countersigner by email on the same document.
If you also set a signing order, it applies across both. An in-person signer waits their turn in the sequence just like an emailed one, and the parties after them are notified once they have signed.
Adding an Access Code
Being face-to-face is already a strong check on who is signing, but you can add an access code to an in-person signer as well. Their fields stay locked until the code is entered during the session.
Next Step
With the document prepared, you are ready to run the in-person signing session when the signer is with you.
Questions, answered.Everything you need to know about How to Send a Document for In-Person Signing
They are not sent a signing link. Inkfree only emails an in-person signer once the document is complete, using the email address you enter at hand-off, so they get their signed copy.
No. Delivery is chosen while you are preparing the document. If a document has already gone out by email and you want to sign it face-to-face instead, void it and send a new one with the recipient set to in person.
No. An in-person recipient can be saved with both fields blank. Every other recipient still needs a valid email address before the document can be sent.
Yes. A template stores the recipient setup along with the fields, so a document you send in person regularly can be prepared once and reused.