Kofax SignDoc Standard 2.1.0.3 - Online Help

In-person signing session

There are typically two scenarios when in-person signing might make sense to be used.

•When the signer is physically present and would like to e-sign the documents immediately without the need to open an email

•Sending an email invitation to the signer is not possible. For example the signer does not have an email address, computer, or an internet connection.

In-person signing allows one or more persons to review and/or sign the documents with the assistance of the signing host (the account holder). The participants of the signing session need to be physically present. The signing host will facilitate but not necessarily participate in the signing session. The signing host will oversee that control of the signing device is passed on to the active signer.

There are no additional prerequisites when preparing a package for in-person signing.

In-person signing session can be started from the Signing packages page.

 

 

On the Package Information page in Recipients tab there are the following ways to start in-person signing session:

•Common button Sign now to start new signing session for multiple signers. In-person signing session can be started for multiple recipients, which have not finished the signing ceremony in a signing package prepared for signing.

 

 

•Sign now button for a selected signer to start new signing session for single signer.

 

 

When the Sign now button is clicked, the dialog is displayed with selected recipient(s).

 

 

The authentication method must be specified for every selected signer.

 

Note If the signing package is locked by another session, the following confirmation dialog will be displayed to unlock it.

 

 

After the signers are selected, by clicking the NEXT button, a new modal dialog appears containing the QR code and a START button which starts the in-person signing ceremony.

You can open the common signing session on your mobile device using the QR code.

 

 

Note Some QR Code Readers use their own browsers to open read links by default. Therefore when using a QR Code Scanner it is recommended that the website should be opened in a supported browser for signing a package.

 

The wizard will guide you through the in-person signing process. The participants of the signing session will take turns completing their part. It is the signing host duty to ensure control of the signing device is passed on to the active signer.

 

Instructions for the signing host

Select one or more participants for the in-person signing session. You will need to manually authenticate the signers before you can start the in-person signing session. Select one or more authentication mechanisms for each of participant. You can also add a text comment in the other field.

 

 

Disclaimer. Any information entered in the Other field will be stored as plain text, and will be visible in the audit trail.

 

Welcome page for the in-person signing session

This page shows the necessary steps to sign packages. An additional description for each step is provided in the Instructions panel.

 

 

After verifying the details click the NEXT button to start the in-person signing session.

 

 

Click the Start start button to continue.

The next step requires the signer to Agree with electronic signing.

 

 

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