Multiple Sugners using same device to sign, Enevelope generated with IAM Workflow

Question

We’re attempting to use a workflow to automate complex contracts, is it possible to have a direct signing session where BOTH the initiator of the workflow and the signer use the same device?

We’re trying to avoid having the client have to open the envelope via their own email/device, we just want to use the same tablet that our sales rep is using

thanks

Noralynn.Niduaza · Answer

Hi ​@Bailey Walker,Thank you for engaging with the Docusign Community. We are pleased to have you here.I understand you’re looking for a workflow in which your sales rep and client can use the same device without requiring the signer to access the envelope via their own email. We apologize for any inconvenience, and I’ll be glad to help you with this.This may be possible depending on how your workflow is configured. One option you may want to consider is the In-Person Signing, which allows a host (sales rep) to initiate the signing process on their device while the signer completes their portion on the same device without needing to access the envelope through their own email.To know more, kindly refer to this article: In-Person SigningPlease note that this feature is available with certain plans.I hope the information provided is helpful. Feel free to click the “Best Answer ✅” button below the post. That helps others in the Community find trusted answers faster.Best regards,Noralynn | Docusign Community Moderator

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