Overview
The Meeting Signing feature is designed for in-person gatherings or closely coordinated signing sessions.
⚠️ Key Difference: When this feature is enabled, the system will not send automated emails to each individual signer. Instead, the case file creator receives a single email containing all the individual signing links and must distribute them manually.
How to Distribute Signing Links
Once you receive the master email with the links, you can facilitate the signing process in a couple of ways:
- Pass the Device: Open the links sequentially and pass a laptop, tablet, or mobile device around the room so everyone can sign on the same screen.
- Share Manually: Copy and paste the specific signing links and send them to the respective signers via your preferred communication channel (e.g., Slack, Teams, or a direct message).
How to use this Function.
You can activate this feature while setting up a new case file in the web interface:
- Start the case file creation process.
- On the first page, click Show Advanced Options.
- Check the box for "This case will be signed in a meeting."