How to Sign a Template In-Person

Created by Apryse Bot, Modified on Wed, 15 Apr at 7:56 PM by Kelly Revilla

In-Person Signing lets someone sign a Template Link directly on your device — no email verification required. This is ideal for situations where a customer or client is physically present, such as at a reception desk, storefront, or event.

Before you begin

  • In-Person Signing must be enabled on the Template Link you plan to use.
  • Your device must be logged in to your Xodo Sign account.

Steps to sign in person

  1. Go to Templates in the left navigation menu.
  2. Find the Template Link with In-Person Signing enabled. It will show a Sign Now button.
  3. Click Sign Now.
  4. Hand the device to your signer.
  5. The signer enters their name and email address.
  6. The signer is taken directly to the signing interface to complete the document.

Once signed, the signer will receive a PDF copy of the completed document by email.

Note: Keep the device logged in to your Xodo Sign account throughout the process.

Troubleshooting

  • No "Sign Now" button: In-Person Signing may not be enabled. Go to the template's dropdown menu and select Enable In-Person Signing.
  • Signer didn't receive the PDF: Ask them to check their spam or junk folder.

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