With tegolySIGN on-site, documents can be signed on-site, e.g. directly in the office. In this case, the document to be signed is sent to a tablet (e.g. an iPad). All you have to do on the tablet is run a web browser running tegolySIGN on-site. Then the signer can sign the document immediately.
On-site signatures can also be mixed with remote signatures, so that, for example, one person signs on-site and another person who is not on-site signs.
Start on-site signing #
To do this, start your signature workflow as normal and when you have reached the point for the signer, click on “Add on-site contact“.
Of course, contacts can also be selected from the list, they will then receive an e-mail with the request to sign, but you can also transfer the documents to be signed to the Vort-Ort portal via the document list (see “Transfer documents to the on-site portal”).
A new window opens in which the contact with first and last name is created.
If the contact does not appear immediately, go to the search and search for the contact.
Drag the contact as usual to the place on the document where it should sign and go as normal until done.
If you now click on ‘Send’, the document will be transferred to the on-site portal, provided that the following are required:
1. The portal is started
2. There are only on-site signatories on the document.
Transfer documents to the on-site portal #
You can transfer documents from the document list to the on-site portal at any time, so that a signer can sign immediately.
Go to the document list and click on the “Edit arrow” for the corresponding document. Here you can then select “On-site signature“.
A window will open in which you can hand over the document to the appropriate person.
Start the on-site portal on the tablet #
You can start the tegolySIGN on-site portal in any web browser. To do this, go to https://signature.tegoly.com/inperson and log in with either your Microsoft login or your email address.
If the login is successful, the portal is ready to receive documents.
As soon as you have handed over a document, it appears in the browser window (tablet) and can be signed.
Status #
The on-site portal outputs various status messages, which you will see in the upper area of the tegolySIGN application, not in the portal itself. Here you can also use the ‘Reset’ button to transfer the document from the on-site portal back to the tegolySIGN application.
You can use the button “Check V or Location Signature” to check the status of the portal at any time and see if files are ready for signature.
