Host in Person Signing is an alternative way to get signatures by having the signer sign documents directly from your account and device! To do this, you must first have the person in the loop, with an email address, and the document prepared for signing, and saved.
Open the document(s) you wish to have them sign, and from the MORE menu at the top, choose HOST IN PERSON SIGNING.
The following screen will ask you who you would like to sign first, the bullet will automatically be placed on the person at the top of the list. Just click continue once you've chosen.
You will be instructed to hand your device over to the individual who will be signing. If your client has a dotloop account already, dotloop will ask them to sign in to continue.
NOTE: If your client has created a dotloop account then they will be prompted to sign in. The client will need to use their email address and password to sign in and then they will be able to sign the documents.
The Individual signing can scroll through the document(s) before signing to review the document(s). Once the client is ready to sign, click the blinking blue button that says Start Signing in the upper-right corner of the document. This will initiate the signing process.
The document will automatically scroll down to the first place for them to initial or sign. There will be a red box that either says Initial Here or Sign Here. Clicking into the very first red box will then take the client to a window that says, “Adopt Your Signature.”
Their name and initials will appear in both script and print. If they would like to change their name or initials, they'll simply click into the field where their name appears in print and they can type any change they need to. If they would like to draw their signature, they can click on the words Draw Signature in the bottom left hand corner of the window. They can then use their mouse, or their finger if they are using a mobile device, and draw their signature and initials. When they are ready to sign, they will click on the blue Adopt and Sign button. Before they do though, they can view Dotloop's ESIGN Consumer Consent Disclosures and Terms of Use by clicking on the blue links.
Once they have signed or initiated the first field, the document will automatically scroll down to the next place assigned for them to initial or sign and they can click in the red box to place their signature. When they are finished, there will be a blue flashing button in the upper-right corner that says Finish Signing. Clicking on that button will automatically save and share the document back to you, the sender, immediately generating an email letting you know they have signed.
Once the signer hands the device back to the agent, they can return to their loops homepage.