In-person document signing | Digital signature | Zoho Sign

Getting documents signed in-person using a host

The in-person signing feature allows you to have documents signed using your Zoho Sign account in real-time situations. For example, during sales visits in which you or your field executives are trying to get your customer's signature on some documents  to finalize the deal. Using this feature in such scenarios can speed up and simplify the procedure, making it a very useful tool that eliminates the burden of managing and carrying hefty physical paperwork.

The in-person signing feature's workflow involves two categories of end users:
Host: The individual who organises the in-person signing session such as field executives or sales and delivery staff, and ensures that the signer signs the documents. The host must be a part of your organization's Zoho Sign account.
Signer: The individual who signs the document. During the in-person signing session, the signer will take control from the host, sign the documents, and return the control to the host.

In-person signing session involves three steps:
  1. Adding an in-person signer
  2. Hosting an in-person signing session
  3. Signing the documents in an in-person signing session

Adding an in-person signer:

  1. Set the recipient action to an in-person signer using the dropdown menu and assign a person (working in the same organization) to host the session.
  2. Enter the name and email address of both the host and the signer. You can repeat the above step for any number of recipients and hosts.



  3. Click Continue to add the required form fields to the document and send out for signatures

Hosting an in-person signing session: 

  1. Check your inbox for an email from Zoho Sign sent on behalf of the sender. This email, also known as the Signature Request email, will contain a link to access the documents that need to be signed by the signer. To start the in-person signing session, click Host Session.



  2. If you are not logged into your Zoho Sign account,you maybe prompted to do so.



  3. If you are already logged into your Zoho Sign account, select the documents that needed signing from your dashboard. If the sender enabled the authentication code, enter the code you receive to your email or SMS and click Proceed to document.

  4. Upon reading the instructions in the dialog box, click Pass control to the signer.



  5. After the signer finishes signing the documents, get the control back from them and click Finish at the top of your document page to end the in-person signing session.
Note: In case there are multiple signers, choose the signer with whom the session has to be hosted.

Signing the documents in an in-person signing session :

  1. Get control of the device containing the documents to sign from the host.
  2. Review the document's details and terms and conditions, then click Agree & Continue to begin signing. 




  3. Fill in all the mandatory fields in the document and select Finish to complete the signing process.
  4. You can optionally specify the email address that you would like a signed copy of the documents sent to in the dialog box that opens.



  5. Click Pass control.


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                      All-in-one knowledge management and training platform for your employees and customers.

                                                Create. Review. Publish.

                                                Write, edit, collaborate on, and publish documents to different content management platforms.

                                                Get Started Now




                                                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                      Manage your brands on social media


                                                                        • Desk Community Learning Series


                                                                        • Digest


                                                                        • Functions


                                                                        • Meetups


                                                                        • Kbase


                                                                        • Resources


                                                                        • Glossary


                                                                        • Desk Marketplace


                                                                        • MVP Corner


                                                                        • Word of the Day


                                                                        • Ask the Experts


                                                                          Zoho Sheet Resources

                                                                           

                                                                              Zoho Forms Resources


                                                                                Secure your business
                                                                                communication with Zoho Mail


                                                                                Mail on the move with
                                                                                Zoho Mail mobile application

                                                                                  Stay on top of your schedule
                                                                                  at all times


                                                                                  Carry your calendar with you
                                                                                  Anytime, anywhere




                                                                                        Zoho Sign Resources

                                                                                          Sign, Paperless!

                                                                                          Sign and send business documents on the go!

                                                                                          Get Started Now




                                                                                                  Zoho TeamInbox Resources





                                                                                                            Zoho DataPrep Demo

                                                                                                            Get a personalized demo or POC

                                                                                                            REGISTER NOW


                                                                                                              Design. Discuss. Deliver.

                                                                                                              Create visually engaging stories with Zoho Show.

                                                                                                              Get Started Now








                                                                                                                                  • Related Articles

                                                                                                                                  • Downloading completion certificate for signed documents

                                                                                                                                    In addition to the document detailed view, Zoho Sign provides the option to download the certificate of completion. This certificate contains a complete audit trail of the signed document. It can be used for legal documentation if the document is ...
                                                                                                                                  • Documents - List View

                                                                                                                                    This section displays a list of all the documents you have sent or received on your Zoho Sign account. The list view shows the name, document owner, recipients, date of creation, folder name and signature status for each document. Each document has ...
                                                                                                                                  • Signing documents with USB Token DSC

                                                                                                                                    Zoho Sign's Mac application now allows users to sign business documents, agreements, and contracts with their own digital signature certificate in an USB token. A USB token is a digital certificate in a password-protected device and helps in ...
                                                                                                                                  • Signing documents from SMS and email

                                                                                                                                    In addition to signing documents directly from the Zoho Sign dashboard, recipients can also access documents from their email inbox and their SMS inbox. Signing documents from email From your email inbox, click the email that contains the document ...
                                                                                                                                  • Sending documents for signatures

                                                                                                                                    You can upload documents and send them to one or more recipients to request their signatures, using the Send for Signatures section in Zoho Sign. Log in to your Zoho sign account and click Send for signatures on your dashboard. Alternatively, click ...
                                                                                                                                    Wherever you are is as good as
                                                                                                                                    your workplace

                                                                                                                                      Resources

                                                                                                                                      Videos

                                                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                      eBooks

                                                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                      Webinars

                                                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                      CRM Tips

                                                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                                                        Zoho Show Resources