Using S-Sign In Person


S-Sign supports sign in-person requests, allowing you to generate an S-Sign request and hand over your device for in-person signatures.

Before you begin, make sure you've configured S-Sign and created your S-Sign enabled template.

If your documents aren't going to be signed in person, click here to learn how to use S-Sign with email.

Generate An In-Person S-Sign Request

Start by navigating to your object record and clicking the S-Docs button.

Select the document(s) you wish to be signed and click Next Step.

Note: Since the document will be signed in person, you do not need to use an HTML template along with the PDF template.

One your document(s) generate, An E-Sign Documents In Person button will appear in place of the email button. Click this button to proceed.

What The Signer Sees

After clicking E-Sign Documents In Person, you will be redirected to the S-Sign Consent page. At this point, your device can be handed off to the signer, who can enter their email verification code (if required) and check I consent to doing business electronically.

After clicking Continue, the document will be displayed. The signer can then fill in all of the inputs required and click Submit to submit the document.

After document submission, the device can be handed back to the Salesforce user, where the document can be downloaded, or they can return to the base record.

The signer will receive a confirmation email with the signed document attached for their records.

That's all there is to it!


Was this helpful?