Is anyone using In Person Signing?

[Denise_Erickson]

I have it so that the envelope get uploaded as a draft, but it will not let me change the option from "Needs to Sign" to be "In Person Signer"

Thanks for any help with this!!

[Carolyn_Kane]

Hi Denise, 

I've tested this with a DocuSign Template that is already configured for in-person signing and it has been successful, but I have not tried to make the choice on an ad-hoc basis. Are you using an existing DocuSign Template or are you configuring your documents on a one-at-a-time basis? Are you able to upload a document directly to DocuSign and use the in-person signing option?

Thanks!

[Denise_Erickson]

I am trying to use a document template, the issue is that I am using one template for two possible scenarios. One for remote signing and one for in person signing. I am afraid if I make two templates, one that says 'Needs to Sign' and one that says 'In Person', the system wont have any idea which template to use. I did end up talking to someone at DocuSign and they said that I am not able to modify the existing option because of the API call from Hyland. I have opened a ticket with support about this enhancement.

[David_Wagner]

Denise,

I am also looking for the ability to select In Person Signing on the fly depending on the situation at the time. I do not want to have to create multiple forms.

Have you received a solution that you can share?

Thanks!