If you need your clients to sign documents in person, S-Sign has you covered.
Start by navigating to your object record and clicking the S-Docs button.
Select the document you wish to be signed and click Next Step. Note that since the document will be signed in person, you do not need to use an HTML template along with the PDF template.
Since you only selected a PDF template, an E-Sign Documents In Person button will appear in place of the email button. Click this button to proceed.
You will be redirected to the email verification page. The signer of the document must input their email address (a confirmation email with the signed document will be sent to it later) and check I consent to doing business electronically.
If you unchecked Disable email verification code requirement in the S-Sign template settings, the signer will be required to enter a verification code before proceeding. This 6-digit code will be sent to them once they enter their email address.
After clicking Continue, the document will be displayed. The signer can then fill in all of the inputs required by clicking on the text boxes/check boxes or clicking Next Input and Previous Input to move between them.
The signature pad will open for the signature input. The signer can then draw their signature and type their name, then click Add Signature.
The signer can then review the document once more and click Submit when they are finished. The following screen will appear. The signer can click anywhere to view the signed document.
The final document will be displayed will all of the inputs filled in, the signer's signature merged into the signature area, and a date/time stamp.
The signer can also scroll down to view the document's audit trail.
In addition, the signer will receive a confirmation email with the signed document attached for their records.
That's all there is to it!