What is in-person document signing in QuoteCloud?

In-person signing allows a recipient to electronically sign a document while physically present with the user initiating the signing process.

How do I start an in-person signing session?

Open the document actions menu and select Sign Document In Person.

Does the document need a recipient before it can be signed?

Yes. The document must have at least one recipient assigned before the in-person signing process can begin.

How do I choose who is signing the document?

After selecting Sign Document In Person, choose the recipient from the signer list and click Sign as.

What happens after I select a signer?

The document opens in the viewer where you can click Sign Document to proceed with the signing process.

How do I add a signature to the document?

Click the Sign Here field when prompted and complete the signature using one of the available methods.

What signature options are available?

Recipients can draw their signature, type their signature, or upload an image of their signature.

Is an electronic signature legally valid?

Electronic signatures are generally considered legally binding where permitted by applicable laws and regulations.

Sign a Document in Person

Learn how to collect an in-person signature for a QuoteCloud document using the built-in electronic signing process.

Steps to sign a document in person

Locate the document

Find the document you want to sign in person. The document must have at least one recipient assigned before signing can begin.

Open the document options menu

Click the ellipsis (...) button beside the document to view additional document actions.

Select Sign Document In Person

From the available options, click Sign Document In Person to begin the in-person signing process.

Choose the active signer

Select the recipient who will sign the document and click Sign as to continue.

Open the signing view

The document will open in the document viewer. Click the Sign Document button to start signing.

Navigate to the signature field

QuoteCloud will take you to the signature location. Click the Sign Here field to add the recipient's signature.

Create the signature

In the signature window, choose whether to draw, type, or upload a signature image. Enter or create the signature as required.

Apply the signature

Click the Sign button to apply the signature and complete the signing process.

Sign a Document in Person