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In-Person Signer (example: Your client signs from your tablet or computer)

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  1. Choose your client and your transaction, then click on Sign

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2. Add your client as a signer

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3. Change your Signer Type to: “In-Person Signer”

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4. Drag a document from the Transaction documents column to the “Documents for Signing”

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5. Click on “Tag Document for Signatures”

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6. Select the Signer

7. Drag your necessary tags

8. Then send the document for electronic signing

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9. Once again in the home page, select view to the right of your signing session

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10. Click on “Start In-Person Signing”

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11. Select your Signer

12. Click on “Go Ahead”

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13. Proceed with “Start Signing”

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14. Click on “I Agree to Sign Electronically”.

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15. Verify and select your Signature and Initials

16. Start Signing

17. Click in each required element as needed

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18. Select “Complete Signing”

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19. The signing session is now Done. You can press on “Close” and go to the home page or download the In-Person Sign document.