Adobe Sign - In Person Signing

Overview

Adobe Sign now allows users to host in-person signing sessions on a shared device. A scenario where this workflow would be used is when the signer does not have access to email or a personal device. When the In-Person role is selected, the agreement uses a host-controlled signing model.  

Instructions

Follow these steps when using the In-Person Signer role: 

  1. When logged into Adobe Sign, navigate to the SEND page.  

  1. Add your files and update the title and message as appropriate.  

  1. From the Recipient section, select the "In-person Signer" role. 

    Add Recipients Window

     

  1. Enter your NetID email address and name in the HOST fields.  

  1. Enter the signer's name and email address in the appropriate fields. The email address is not limited to a TAMU address.  

  1. If needed, click Preview and Add Fields, or if your document is ready, click SEND.  

  1. The host will be prompted to fill out or sign the document.  

  1. Once the host is completed, they’ll press Click to Send. 

  1. A message will pop up reminding the host of some guidelines: 

    Pass Control Window

  1. Select Pass Control and allow the Signer to proceed.  

  1. A message will pop up confirming the Signers name and email address.  

    Review and Sign Wndow

  1. The signer should click the blue START button and add their signature.  

  1. Once the signature is added, press Apply and then Click to Sign.  

  1. A confirmation message will appear, allowing you to review the agreement or send another one.  

  1. The Signer will receive a copy of the completed agreement.  

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