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In-person signing

In-person signing lets a physically present customer sign on your device — tablet, laptop — without any email being sent to them.

How it works: a host (you, or a designated colleague) carries the signing session. The signer signs directly on screen; the proof certificate distinguishes the physical signer from the host for the audit trail.

Configure an in-person send​

  1. In the sending form, add the signer and check In-Person.
  2. Fill in the host: their name and email (often yourself — the administrator can prefill it in the template with a merge field like {!User.Email}).
  3. Send the request.

Differences from a standard send:

  • No invitation email is sent to the signer.
  • A Sign Now button appears on the request in Salesforce, carrying the signing session link.
  • The Resend button is hidden (there is no email to resend).

Get the signature​

  1. Open the request on your device and click Sign Now.
  2. Hand the screen to the signer: they review the document, fill in any fields and sign.
  3. The status moves to Done, the signed PDF is attached to the record — like any send.

Example​

A sales rep at a customer meeting configures an In-Person request from the opportunity, with their own email as host. They open the link on their tablet; the customer signs on screen. TrueSign records the signature with timestamp and proof certificate.

Rules to know
  • A host with a valid email is mandatory for every In-Person signer.
  • In sequential routing, the order is enforced in person too: the Sign Now button only appears on the signer's turn (and after any pending approvals).