Clicking the 'Advanced options' in the Signer will reveal more options, such as ‘Signing by invitation’ and ‘Signing on premise’.
Figure 1 – Sending a transaction using the ‘Signing on premise’ option.
Signing on premise is often used during visits to clients, as it enables documents to be signed directly from the portal (open transactions), or for you to send the link yourself.
After creating the transaction a pop-up appears with the following options:
Figure 2 - Copy, email or open the signing link
You can either copy the link to your clipboard and share it any way you would like.
You could open your email client and send the link via email right away.
Or you can open the link immediately and let someone sign on premise.
...Oops I have closed the pop-up!
If you have accidentally closed the pop-up, you can re-open the transaction via the Transactions page and select from the following options next to the signer:
Figure 3 - Buttons to either sign right away or share the personal signing link
The scribble button makes you open the signing environment immediately: someone on premise can sign right away!
Via the dots you can either select Copy link (copies link to clipboard, ready to share anywhere you would like) or Email link (opens your mail client)
Did you know that you can also easily sign a transaction on premise or share a document with for instant WhatsApp? For more information, check out our article about the Signhost App !
Our support team is happy to assist you via chat or via support@signhost.com