How do you add a delegate to sign on your behalf?

Modified on Sat, 26 Oct at 12:49 PM

Delegates can be assigned for a specific period or indefinitely. These delegates will receive all your envelopes and can Sign on your behalf (Delegate option will only be available if activated from the premium features).

To add a delegate, navigate to ‘Account Settings’ and select the ‘Delegation’ tab.

All your delegates will be listed here.

To add a new delegate, select the ‘Add delegate’ option on the top right of your screen.

Now you can select a user from within your organization that you wish to assign as a delegate. A time period can be assigned as well. The selected user will only receive your envelopes during this set time period.

If you wish to remove a delegate, simply select the ‘Disable’ button from within the delegate list.

All disable delegates will move to the bottom of your delegate list. If you wish to provide delegation again to any of these disabled delegates, simply select the ‘Enable’ button.

As a delegator, you will be notified whenever your delegates conduct an action on your envelopes.