How the "Sign documents in a meeting" option works

The option 'Signing documents in a meeting' can be selected if you want the documents to be signed during a physical meeting.

If you enable this feature, the signing requests/links will not be sent separately to each signer via email. Instead, you (the creator of the case file) will receive one email containing all the signing links (see image below). Then, the signing links will have to be manually distributed to each signer.

To have the document signed in the physical meeting, you will have to either

• pass your laptop around the table and let each signer use it to sign the document
• share the signing links with the relevant signers however you prefer. 

This feature was added to quicken the signing process when the signers are gathered together in physical meetings.

However, it would benefit anyone who wants to be in control over how the signing requests are sent.

Where to find the 'Sign in a meeting' setting

Select the version of Penneo you use to read instructions relevant to you or scroll down.

If you use the Penneo Web Interface	If you use the Desktop Application

If you use the Penneo Web Interface

1. Start the case file creation process.
2. On the first page, select Show Advanced Options and then check This case will be signed in a meeting.

If you use the Desktop Application

1. Start the case file creation process.
2. On the first step, checkmark Sign at the meeting.