In a world of always-on connectivity, it’s almost inconceivable to think you’ll ever be disconnected from the Internet. But, even in this age, there are still a few dreaded scenarios: you’re on an airplane, out of data, or simply off the grid. *Gasps*
In a business environment, it’s not unknown for the office connection to drop, meaning you’ll have no way of sending or receiving crucial documents. And for businesses, the pain is amplified. They simply cannot afford to be at the mercy of their Internet connection. *Cue pandemonium*
Offline access with the DocuSign mobile spp
The show must go on. Sales, operations, and critical business decisions need to be made. Mercifully, there’s great news for DocuSign users: the DocuSign mobile app has offline functionality to help you sign and send documents on the go. Moreover, it is possible to do so in a secure, legal and flexible way.
The only caveat is in relation to the completion of the electronic signing process. This can be started offline, pending completion until the user comes back online. So, you can sign or prepare documents to send while offline and they’ll be sent as soon as a network connection is available.
To understand offline signing, you should be familiar with three roles:
- Sender: The person who prepares the envelope (adds documents and recipients and places fields on documents) and sends it. There is just one sender.
- Host: The person or persons hosting one or more signing sessions with recipients. There may be multiple hosts, one for each offline signing session. Each host must have an account on DocuSign.
- Recipient: The person who sign documents and provides other required information either in offline signing sessions with hosts or remotely online. There can be multiple recipients that can have a variety of roles in the signing order. Recipients do not need to have an account on DocuSign.
Offline signing for iOS users
Follow these 4 simple steps to sign offline on an iOS device:
- Sender: On your desktop computer, prepare your envelope and send it. See: Preparing Envelopes for Offline Signing on DocuSign Mobile Apps.
- Host: When you receive notification that it’s your turn to host an in-person signing session, while online download the envelope to your iOS device. See Downloading envelopes.
- Host: After downloading required envelopes, enable Offline Mode on DocuSign for iOS. See Going Online and Offline with DocuSign for iOS.
- Host: Leave DocuSign for iOS running in Offline Mode and goes to you signing session with offline recipients.
Offline signing for Android users
Follow these 4 simple steps to sign offline on an Android device:
- Sender: On your desktop computer, prepare your envelope and send it. See: Preparing Envelopes for Offline Signing on DocuSign Mobile Apps
- Host: When you receive notification that it’s your turn to host an in-person signing session, while online, open DocuSign for Android and use it to download the envelope to your Android device. See Downloading envelopes.
- Host: After downloading required envelopes, enable Offline Mode on DocuSign for Android. See Going Online and Offline with DocuSign for Android.
- Host: Leave DocuSign for Android running in Offline Mode and goes to you signing session with offline recipients.
Preparing envelopes for offline signing
Preparing envelopes for offline signing on DocuSign mobile apps is a little different from preparing envelopes for online, desktop signing. If you’re not familiar with how to start an envelope, see Start an Envelope.
After starting your envelope, the basic steps for preparing it are the same:
- Upload the documents you need to have signed. For more information see: Add Documents to an Envelope.
- Add recipients and identify their signing order and roles: in person signers, hosts, and remote signers. See: Adding recipients for offline signing.
- Place fields on the documents where recipients sign, initial, and provide information.
Be sure to place fields that are only supported by mobile signing. If you place fields unsupported by mobile signing, hosts will not be able to download envelopes to their mobile devices. See: Supported fields and properties for mobile signing.