SignAndGoGetting a signature when the person is with you.
Sometimes the signer is right there: a customer at a dealership counter, a homeowner on site with a tradesperson, a new volunteer at an induction evening. You still want the document signed electronically, so it lands in the same place as everything else. The simplest approach is to send it to the person's own phone while you are together.
Why send to their own phone
Each signer in SignAndGo receives their own secure link by email. When the email goes to the person in front of you, the audit trail records their own name and address against the signature, which is exactly what you want the record to show. They read the document on a screen they are comfortable with and you avoid passing your device around.
The routine at the counter or on site
Have the document ready as a template so only the person's details change. Ask for their email address and read it back to them, because a single wrong letter is the most common reason a link does not arrive. Mobile reception on a rural site can be patchy, so if you know you will be out of coverage, send the envelope from the yard or the road end and let the person open it once they are back in range.
- Confirm the email address out loud.
- Send the envelope from your own device.
- Ask them to open the email and tap the button to view the document.
- Give them time to read it, and answer questions as they go.
- Check the envelope shows as signed before they leave.
Several people in the same room
At a family meeting, a board table or an induction session, send to everyone at once. Each person signs on their own phone in parallel, and the envelope completes as soon as the last one finishes. If your own signature is needed after theirs, set an order so you sign last.
When the person has no email to hand
If someone cannot reach their email, agree to send it later and set an automatic reminder so the follow-up does not depend on your memory. A signer who prefers to read at home can open the same link that evening.
Afterwards
They receive the completed document by email, with the completion certificate, usually before they reach their car. You have the same copy and the audit trail without scanning anything, and nobody has to remember to bring a pen or a clipboard back to the office.
If you do this often, for example at a service desk handling vehicle hand-overs, keep one template per form and give each a short, obvious name so whoever is on the counter that day picks the right one.
Common questions
- Does the signer need to install anything?
- No. The link opens in the browser on their phone.
- Can several people in a meeting sign at once?
- Yes. Send to all of them at the same time and each signs on their own device.
- How do I know it worked before they leave?
- Check the envelope status, which shows who has signed.