Scenario 2: Getting an in-person sign on OneDoc!

Getting signatures on a document has never been easier! Imagine you are right in front of your customer and need their signatures. Do you have a mobile phone, tablet, iPad or any device with you? Great, because OneDoc lets your customer securely validate and sign the required document on the device, right on the go!

Watch here:

Transcript:

hello to all our viewers and thank you

so much for tuning in welcome to bispa

if you haven't already go check out our

first video in which we cover scenario

one where you're able to send a document

to your customer for their review or

reference and typically no interaction

is required i've covered a lot of

features in that video so do not miss

out the link is available in the

description below for today's instance

i'll walk you through a tutorial on how

you could get a document approved and

signed just in case you were available

right in front of your customer

imagine you're a sales rep and you have

an ipad or a tablet or for that matter

any device all you need to do is get

your customers signature they need to

scribble on the screen and that's your

work done we term this as an in-person

signing we'll be working on the account

objects today remember one doc does not

restrict you to any particular object so

let's jump right in we are on our one

dot screen and i already have an account

created for this demo let's quickly go

to one doc from here now for this video

again let's assume my document has

already been reviewed and authorized by

my manager the next step is to get the

signature from the client so imagine the

rep is available right in front of the

customer with an ipad tablet or any

device we are looking to get the nda

signed here and you see it's already

selected by default and when i clicked

on the drop down here i was able to see

the actors involved in the process

i have added my details here to show you

how this is going to look throughout the

process and you can also see the in

person and actor is checked once your

required templates are selected let's

click on preview to see how that's going

to look before we send it ahead

what you see here is going to be the pdf

version of the document we have the zoom

feature available to you you also have

the download and print functionalities

on the one doc search engine to search

for any particular word or page that you

wish to review so if everything seems to

be all right you can go ahead and click

on the fill or sign on the top right

button here to initiate the process it's

going to bring me to this page here to

obtain the sign

now notice that during this process the

customer is going to receive a passcode

onto his or her provided email to

authenticate their signatures like you

see here

this typically provides an added layer

of security to ensure and validate that

it is the required person signing on it

or no signatures were forged during the

process i'll pull this up for you real

quick

as you see on this email the signer

receives a passcode to enter in order to

proceed for their signatures

now let's go back to our onedoc screen

so to sign the document the customer

could either do it on their device or

the reps device once they've

authenticated it with a passcode we'll

assume it's the reps device here so i

will straight away click on the pen icon

here that will pull up the document to

initiate his signature for the president

i have my details added here so i'll

show you how that's going to look once

we complete signing

this is the page to enter the passcode

so i'll do that right away

and we'll click on proceed

in this page you could insert any

message or information you need to

convey to your customers before they

sign or review and then they could click

on start

this page here lets the sign up review

the document on the left you already

have the search and the zoom features

additionally you also have the three

dash icon that gives you a bird's eye

view of the pages

you have some options below as well that

let the signer perform other actions

like reviewing the document saving it or

delegating it to another user if he or

she needs somebody else to sign you also

have the option to reject or decline

signing in case a particular document

has some changes that are needed to be

made after review assuming it's okay to

move ahead the rep is gonna click on the

next sign here which will take him to

where he's supposed to sign clicking on

the highlighted here will allow the

signer to scribble in a given space and

choose a color of their preference if he

or she does not wish to scribble they

could also go ahead and type their name

out with an appropriate font size and

click on ok

once everything seems to be all right

one can go ahead and click and accept

and enter any comments if needed and

then proceed

this really completes the in signing

process here

once you click refresh on the icons you

see the status is completed

you could view the document from the i

icon here download it and share it as an

attachment or

you could also send it directly to your

users or contacts by clicking on the

email button here

for the purpose of the demo i'm gonna

send it to myself so you can see how

that looks

we'll click on the send button right

here

i've pulled up my email screen and i've

received my document we'll review how

the signatures look here

you can see that there is a timestamp

attached to it based on the user's local

and that's it i'll take you back to our

onedoc screen now

after signing you can also view it in

and attachments for any documents that

you've been sending to your clients

so that was it i hope you enjoy how

quickly you were able to get an

tune in to our next video to see how we

can send a document online and have

someone securely sign and send it back

thank you so much for watching please

don't forget to like subscribe comment

or reach out to us see you in the next

video