Overview of meeting signing
When the meeting signing feature is enabled, the system does not send signing requests or links separately to each signer via email. Instead, the creator of the case file receives a single email containing all the individual signing links. The case file creator must then manually distribute these signing links to each signer.
Methods for distributing signing links
Signing links for a case file configured for meeting signing can be distributed using several manual methods:
- Pass a laptop or mobile device around a table to allow each signer to use the same device to sign the document.
- Share the specific signing links with the relevant signers through any preferred communication channel.
Configuring meeting signing in the web interface
To enable the meeting signing feature within the web interface, follow these steps during the initial setup:
- Start the case file creation process.
- On the first page, select Show Advanced Options.
- Check the option This case will be signed in a meeting.