You can accept signatures in person (also known as ‘sign on glass’) through Master Forms using the Sign in Person capability.
Once a form is ready for signing, proceed as usual by clicking the actions menu and selecting ‘Ready for Signing.‘
Next click on ‘Electronic Signing‘ as you normally would to send the document to recipients digitally. It is here you can select who will sign in person.
Click the ‘Sign in Person‘ toggle to switch this person from a digital to an in person signing workflow. You will be reminded that you can still have Master Forms send them a completed copy of the contract if you add their email address to the section at the bottom of this page.
Click ‘Review‘ to double check your selections, here you will see which signatories will sign in person. Click ‘Send for Signing’ to begin the workflow as you normally would.
On the right side of the screen will be the Electronic Signatures status panel which shows you where each signatory stands as part of the signing workflow.
In this case, Vendor 1 is shown to be set to signing in person, while Vendor 2’s signature request is being sent by the system. There is a Refresh button at the top of this section which you can use to check for updates.
You can change signing requests from digital to in person and visa versa. Simply click on the three dots next to the signatory and select a different option.
To open the contract to be signed in person, click on those three dots and select ‘Sign in Person.’ This will pop open a new Livesign window with the contract ready to sign. Ask the signer to go through the process, reviewing each page before finally selecting ‘Click to Sign.’
As soon as this has been signed, you can return to Master Forms, refresh the Electronic Signatures status panel and it will update the status to ‘Signed.’
