Counters and branches
Plan a guided signing step for a customer who is already working with your staff at a service counter or branch.
In-person signing
Guide customers through electronic signing in person
Support an assisted signing journey on a shared or controlled device. Use a valid host or operator context, track the session and keep completed records connected to the agreement workflow.
Confirm the applicable plan, role, permissions and configuration before rollout.
Where host-guided signing fits
Choose this approach when a staff member helps the signer complete a document during an interaction.
Field and inspection teams
Organize assisted signing during an on-site visit, inspection or field appointment using a controlled device.
Clinics, events and dealerships
Build a repeatable assisted journey around the document and the people responsible for that interaction.
Plan the complete signing session
- Confirm the approved document, host or operator context and permissions before document visibility.
- Guide the signer through the intended signing flow and review the session's activity and status.
- Check completion and link the resulting agreement to Agreement Workspace.
- Handle completed documents and audit trails through the controlled export process where configured.
Decide who manages incomplete sessions, who can access completed records and how staff prepare the shared device for the next interaction.
Choose the right entry point
Host-guided interaction
Use in-person signing when an operator assists the signer on a shared or controlled device.
Signer-initiated journey
Consider self-service signing and Web Forms when a signer needs to initiate an eligible flow.
Agreement follow-through
Review Agreement Workspace for the agreement record and the audit trail guide for signing evidence.
Define identity requirements. A shared device or host-guided session does not automatically establish every identity or legal requirement. Confirm the controls appropriate to your document and account configuration with the responsible reviewers.
In-person signing questions
What is in-person electronic signing?
In-person signing is a host-guided signing workflow on a shared or controlled device. A valid host or operator context is required before document visibility, and session activity and status can be tracked.
How is in-person signing different from a self-service link?
In-person signing is guided by a host or operator. A self-service link lets a signer initiate an eligible template or workflow. Choose the flow that fits how your staff and signers will participate.
Does using a shared device verify a signer automatically?
No. Do not treat the device or the presence of a host as proof that every identity requirement has been met. Confirm the identity and evidence controls required for your workflow and account configuration.
How do I choose access for my team?
Compare current plans and discuss your intended workflow with eSignly. Availability depends on the applicable plan, account role, permissions and configuration. Confirm access before rolling out the process.