In-Person Signing
With BoldSign’s in-person signing, you can meet your client, pull out your phone or tablet, and guide them to a legally binding eSignature in minutes.
How in-person signing works
A simple flow to set up, guide, and complete the signing while meeting in person.
STEP 1
Create the document
Prepare your document in BoldSign and add the fields needed for signing.
STEP 2
Assign a host
Choose the person who will guide the signer during the in-person session.
STEP 3
Collect the signature in-person
The host starts the session and hands the device to the signer to review and sign.
Key capabilities
BoldSign provides a secure, efficient in‑person signing experience without any
technical setup.
Shared device signing
Collect signatures on a single device during your in-person interaction.
No account needed
Signers can complete the process instantly without creating an account or logging in.
Secure and compliant
Every in-person signature is protected with robust security and legal compliance.
Detailed audit trail
Every action is time‑stamped, giving you full visibility and legal assurance.
Real-time tracking
Monitor signing status in real time for complete visibility into each step.
Works across all devices
Desktop, tablet, and mobile support for flexible signing anywhere.
Security and Compliance
Legally Valid.
Fully Secure.
Always Compliant.
BoldSign meets top global standards like SOC 2, GDPR, HIPAA, and PCI DSS. Every signature is legally enforceable under the ESIGN Act, eIDAS, and global laws. With AES-256 encryption, your data stays protected from start to finish.
A quick look at in-person signing
Watch a short video that showcases the in‑person signing flow.
When to use in-person signing
Real-world moments where signing on the spot saves time and prevents
drop-off—here are a few.
Close deals before you leave the room
Have the customer review and sign the agreement during the meeting—so the deal doesn’t stall in inbox follow-ups.
Start work with signed approval
Get work orders, service agreements, or change requests signed on-site before the team begins—no delays, no disputes.
Capture consent on the spot
Ideal for clinics, events, and onboarding: collect waivers and consent forms in minutes on a shared device, then automatically send a copy.
See it in action
Book a quick live walkthrough of BoldSign’s in-person signing flow—from host setup to a completed, legally binding signature on a shared device.
Reviews
Don't take our word for it.
Check out our reviews on G2 to see what customers have to say about BoldSign.
Great and Simple product
I was looking for a simple and easy to use system that was not going to break the bank. Bold Sign delivers in all aspects. Easy to use and outstanding cost structure.
Abraham M.
Posted on April 28, 2025
Great experience with BoldSign
BoldSign streamlines our document signing process. Its intuitive design and reliable customer service make it a pleasure to use. The software is very user friendly.
Kevin R.
Posted on March 11, 2025
Very satisfied with BoldSign
BoldSign is easy to use and has been a seamless integration into our workflow. Very user friendly and easy to navigate. Customer service is helpful and responsive.
Cassie S.
Posted on March 25, 2025
Customer Stories
Hear from Our Customers
Explore real success stories from organizations that use BoldSign to streamline document workflows, strengthen compliance, and accelerate business operations.
Payroc
Learn how Payroc successfully incorporated the BoldSign API into their contract management workflow.
Premier Tax and Accounting Group
Learn how Premier Tax and Accounting Group successfully deployed BoldSign to capture client signatures.
The JamSpot LLC
Learn how BoldSign helped JamSpot simplify their rental agreements for smoother operations.
Potenta Law
How Potenta Law simplified document signing for clients with limited tech experience-without compromising on affordability or legal compliance.
Kansas Daycare
See how Chelsey Harvey replaced Docusign with BoldSign to save costs and simplify parent agreements at her growing Kansas childcare center.
Anthony Zurica
Discover how Anthony Zurica simplifies real estate law with BoldSign’s fast, paperless e-signature solution.
Angel Griffin
Read Angel Griffin's success story: Discover how BoldSign's prompt, real-time customer service resolved key issues, surpassing Docusign's AI Assistance.
Commersion Legal
See how BoldSign helped Jason Xu to modernize Commersion Legal’s contract signing process by reducing costs and grow his legal business in Australia. Check now!
Gray Matter Realty
Discover how Nate Phillips switched from Docusign to BoldSign, reducing costs and streamlining real estate workflows using a smarter eSignature solution.
Elizabeth Moncrief
Read Elizabeth Moncrief’s success story on BoldSign—how it helped RHA digitize housing recertification, enable fast signing, and enhance client experience.
Ayush Kumar
How Business Integra cut document delays with BoldSign. Ayush Kumar used automated reminders and unlimited envelopes to speed signatures and reduce follow‑ups.
Taylor Pyles
Read Taylor Pyles success story to discover how BoldSign helped automate volunteer onboarding, simplify signing, and securely manage nonprofit documents.
Zach Calvert
Discover why BoldSign is perfect for businesses that need quick, secure, and simple e-signature workflows with great support and future-ready features.
Nikki Adams
Discover how BoldSign made ABA TREE’s workflow hassle-free with affordable, branded e-signatures for intake and onboarding.
Fatema Ebrahim
Discover how BoldSign made handling client contracts and employee on-boarding easier, quicker and far more organized.
Jean Werthman
See how BoldSign helped VSC Commercial Properties sign leases online & replace DocHub with an intuitive e-sign solution.
Shaun Mook
Discover how BoldSign transformed Redcat’s workflow with quick branded template setup, faster document branding, and a user-friendly e-signature experience.
Randy Via
Discover how BoldSign helps him send home inspection contracts faster, cut delays, and deliver signed agreements within 24 hours.
Debra Lyles
See how WDC Solar transformed their contract process with BoldSign, making signing simpler, faster, and reliable for every customer.
Terri Rausch
Terri Rausch’s success story shows how BoldSign helps a nonprofit animal rescue save time, cut paperwork costs, and speed up adoption agreements.
David Rubin
Discover the Success story of David Rubin and see how BoldSign helped the NEC replace manual signing with faster approvals, real time updates and less effort.
Carole Brooks
Discover how MediaTech reduced eSignature costs and simplified contracts, onboarding, and approvals using BoldSign's affordable electronic signing platform.
Eva Cheng
NPMS switched to BoldSign for affordable, efficient e‑signatures. Eva Cheng praises fast support and a free nonprofit plan that streamlined teacher contracts.
Shmuel Stern
Discover how Disclosure Clinic and founder Shmuel Stern improved document turnaround, retained internal links, and simplified e-signatures using BoldSign
Manos Katris
Discover how Innovation Philosophy replaced DocuSign with BoldSign to save costs, speed up contracts, and eliminate document errors using reusable templates.
Syncfusion
Learn how Syncfusion successfully integrated BoldSign into their HR processes.
Frequently asked questions
In-person signing is the process of collecting a digital signature in person using a phone, tablet, or computer.
No. Signers can sign directly on the host’s device without logging in.
The host starts the session, guides the signer, and hands over the device only for the signing step. Once the signer completes their part, control returns to the host to end the session.
No, email is optional. You can add just the signer’s name and initiate the signing session on your device.
Yes. You can add multiple in-person signers and collect each signature one after another in a single session.
Yes, an internet connection is required to initiate and complete the signing process.
Yes, desktops, tablets, and mobile phones are supported.
In-person signing is available to paid BoldSign users. Check the pricing page for more details.
Yes. Once the session is completed, signers automatically receive a copy of the signed document by email.
Sign up for your free trial today!
- 30-day free trial
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- 30-day free trial
- No credit card required