In Person Form-Sign and Reset

Question

We are a Non-Profit looking to streamline the process of visitors signing a Hold Harmless Agreement upon entering our facility.

I am looking to see if DocuSign has the correct format for us where we can upload a document and have multiple people sign the form without uploading it again and again.

Most forms will be signed in person but some will be sent in bulk groups.

Could someone assist with describing this process before we commit to the program?

Alexandre.Augusto · Accepted Answer

Hello, @NaplesTherapeuticWelcome to the DocuSign Community!You can create a Template with the form that you mentioned. Add all the recipients that will sign the form, establish a signing order. For those recipients must sign in-Person you can assign the action In Person Signer so such signer must be in the place where you have a tablet or notebook used to show the form and sign it.See how to create a Template on this video:Also, it’s possible to send in Bulk using the solution Bulk Send.See how:I hope that helps!Alexandre

nathaly.monge · Answer

Hello @NaplesTherapeutic,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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