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How to use In-Person Signing?

Learn how to use BoloSign's in-person signing feature to facilitate face-to-face document signing sessions efficiently.

Rida Ahsan avatar
Written by Rida Ahsan
Updated over 6 months ago

INTRODUCTION:

In-person signing is a crucial feature for small businesses that require signatures during face-to-face interactions. BoloSign offers an efficient and user-friendly in-person signing experience, allowing you to facilitate signing sessions directly on your device. This tutorial will guide you through the process of using in-person signing in BoloSign, ensuring a seamless and professional experience for both you and your clients.

1. Click on "Create"

Step 1 screenshot

2. Click on "PDF".

Step 2 screenshot

3. Select a file "upload" menu to upload your desired pdf.

Step 3 screenshot

4. Fill in all the details

Step 4 screenshot

5. Click on "Confirm"

Step 5 screenshot

6. Position the Signature field at your desired location for placing the signature

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Step 6 screenshot

7. Click on "Send"

Step 7 screenshot

8. Select the "Sign In Person" option from the dropdown

Step 8 screenshot

9. Click on "Confirm"

Step 9 screenshot

10. The signing screen will open right away

Step 10 screenshot

11. You can ask anyone to sign the document from your device itself.

Step 11 screenshot

12. Click on "Finish Signing"

Step 12 screenshot

FAQS:

  1. What is in-person signing in BoloSign?

    In-person signing allows you to host a signing session on your device, enabling signers to sign documents physically present with you.

  2. Do signers need a BoloSign account for in-person signing?

    No, signers do not need a BoloSign account. They only need to be physically present with you during the signing session.

  3. How do I start an in-person signing session in BoloSign?

    To start an in-person signing session, log into your BoloSign account, select the document you need to be signed and choose the in-person signing option. Follow the prompts to guide the signer through the process on your device.

  4. Can I use any device for in-person signing?

    Yes, you can use any computer, tablet, or smartphone with internet access to host an in-person signing session.

  5. Is in-person signing secure?

    Yes, BoloSign ensures that all in-person signing sessions are secure and compliant with industry standards, protecting the integrity and confidentiality of your documents.

CONCLUSION:

BoloSign's in-person signing feature is designed to make face-to-face document signing straightforward and efficient. By following this tutorial, you can confidently host in-person signing sessions, providing a seamless experience for your clients. Whether you're in the office or on the go, BoloSign ensures that getting signatures is quick, secure, and hassle-free.

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