dwebsterasc | Posts: 2

Signer without Email

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Hi All, I have a scenario where I have an e-signer that will not have an email. Example: An elderly person is in an office, signing a contract to rent a room/apartment/service in a retirement home/nursing home/home services. This elderly person does not have an email (no technology). We are looking for a way to present that elderly e-signer a way to esign the contract in the office without sending them an email with a link. Is it possible for them to receive this in some other way other than email? Do you have technology that will permit this elderly person to "sign", perhaps like one does when UPS delivers a package that you have to sign for.....with a "pen" on a device of some kind, like an iPad? There is a security risk if the elderly user does not "sign in" somehow. Thoughts are appreciated.

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Duo_Liang | Posts: 3776

Reply to: Signer without Email

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And attachment here.

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demo.zip557 bytes
Duo_Liang | Posts: 3776

Reply to: Signer without Email

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Hi dwebsterasc, To present signing ceremony without clicking through email link, you can embed the screen into an iFrame. At your system, after you have gathered all the information which is enough for the contract pdf, created the package and sent it, you can generate the signing url mannually instead of sending an email with that link. Then, once you have your link, you simply embedded it an iframe to present to your consumer on a mobile device or a which where you see fit. There are two ways to generate signing url: 1. Generate it directly with api call(Guidance here):
GET /api/packages/{packageId}/roles/{roleId}/signingUrl
2. Generate session token first(Guidance here), then use the session token to combine the url:
https://sandbox.esignlive.com/access?sessionToken={signerToken}
The url generated by two ways is different in format but you can consider them as interchangable. To explore more about best practices in iFrame, you can check with this document. There's a simple example in this document which is same as the attachment. Talking about the signing way, OneSpan Sign allows signers to input their handwritten signature. There's three subtypes of signature: Fullname, Initials and Capture. You can apply Capture way both in SDK or through API call.(Guidance here) Signers can sign with mouse/mobile devices/signature capture pad. Help you find this reply helpful!

dwebsterasc | Posts: 2

Reply to: Signer without Email

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Thank you. I have forwarded this to my team. I will let you know if they have any further questions.

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