In-person subscription: the hybrid experience for business formalization

Synonymous with practicality, security, and legal validity, electronic signatures have become an increasingly popular solution for signing and managing documents electronically and remotely. However, in some situations, the physical presence of the person who will sign the document proved indispensable, making it necessary that there be a in-person subscription.

‍

‍

Thinking about this need, Clicksign brought together the best of both worlds (analog and digital) and developed a new feature for those who need formalize face-to-face business, but with all the agility, efficiency, security and legal validity of the electronic signature.

With Clicksign's new in-person signature, the experience of signing documents online is transformed into a hybrid format, which authenticates the signer in person and guarantees the integrity of the signed document.

According to data from Finances Online, companies that adopt technological resources to optimize the subscription process see a 85% improvement in productivity, a error reduction by 80% And a 500% increase in consumer loyalty.

So, calm down: no need to use paperwork to collect in-person signatures! How about learning more about this experience and how it can make a difference in your business?

What is in-person subscription?

The electronic signature in person is a hybrid signature model in which a person signs the document in person (through a mobile device, for example), but with the speed, convenience, security and legal validity offered by the electronic signature.

This type of solution is quite common in retail stores that offer financial services, such as credit cards, loans, insurance, and other types of contracts.

In this case, the seller can use Clicksign's electronic signature platform with in-person signature functionality to conduct the process in a safe and practical way, combining the analog signature experience with digital innovation, without the hassle of managing paperwork.

This is because there are many cases in which the signature must be collected in person to guarantee its authenticity and certain legal evidence specific to the type of document. This provides a more fluid and personalized experience for the customer, who can choose the option that best suits them.

Independently, all parties listed in the subscription process can receive confirmation that the subscription process was successfully completed at the same time. All this with the security and legal validity that Clicksign's electronic signature offers.

In-person subscription step by step

The process of signing documents with an in-person signature it's simple: it's enough that a host (platform user responsible for creating a document for signatures) and a signer (who signs the document) are in the same physical location. As an example, in the scenario imagined above, the broker would be the host, while the buyer would be the signer.

In-person signing is performed via API integration, allowing the electronic signature to be directly incorporated into proprietary applications and systems. Thus, to use the in-person subscription, simply verify that the Clicksign API integration is active in your plan and integrated with your site or application.

From this, the host creates the document for signature within the API, registering the in-person signature as authentication point and including the signer. Access to the document is granted via access code/token, QR code or link received by the host and provided to the signer.

In-person subscription process flow.

The signer, in turn, accesses the document using the code/token, link or QR code provided by the host, and can sign through their own device.

After all signers have performed the authentications predefined by the host, the process is finished.

Extra security in the subscription process

Being the first Brazilian company in the electronic signature market to obtain ISO 27001 certification, Clicksign ensures that every electronic signature process carried out on the platform is governed by the highest standards of Information Security and the General Data Protection Act (LGPD).

In addition, considering the in-person subscription, some extra security points were implemented for the functionality. Get to know some of them:

Presence of the host

In the in-person signature process, the host serves to ensure that a witness is present during the signing process. Its presence is also registered in Document log, that is, the registration of signatures as valid legal evidence.

Authentication methods

To make the process even more secure, it is possible to choose various authentication methods provided by Clicksign, providing a greater number of evidences of the signer's identity.

Biometric evidence

Defined such as “technologies that process biological or behavioral characteristics for identification and verification purposes”, biometric evidence helps confirm the identity of the person who signs, increasing the degree of security of the signed document.

This type of authentication has been widely used to the detriment of traditional passwords, and, according to research conducted by University of Texas, 78.30% of participants feel more comfortable providing their biometric data in person than online.

Among the various authentication options available on Clicksign, facial biometry it is one of the most used by our clients and partners, and is a great alternative to promote even more security in document signing processes and maintaining the integrity of the process as a whole.

Start using the in-person subscription now

Real estate, medical, financial and more: whatever the sector and the demand of your business, in-person subscription from Clicksign will help you bring more agility and convenience for your daily life!

Leave the paperwork aside and bet on this new feature to collect signatures more securely, in addition to the convenience that only electronic signatures can offer.

Formalizing business with an impeccable experience and cutting-edge security is our signature. Start testing Clicksign's in-person subscription in your processes now! Click here to speak with an expert.