The Delegate Signer feature is useful when a recipient may not be the person signing a document allowing the recipient to forward the document to another signer by entering their details. The new signer may complete their part of the document after the document is delegated. Can be used as a placeholder feature when the sender is not aware of the recipient's information but has details to another person who may delegate the document to them.

Examples:

• Placeholder scenario: A school representative sends a document to a student who may delegate signing to their parent, and the parent’s contact details are unknown to the representative. 
• Wrong recipient scenario: If a recipient accidentally receives a document which should be signed by another person, and they know who should sign the document.

Jump to Delegate Signing Options

• How to enable Delegate Signing for all documents

• How to enable Delegate Signing for a Specific Envelope

• How to enable Delegate Signing option after the Envelope is sent

• How to enable Delegate Signing for Partially Signed Envelope

• Delegate Signing on Recipients End

Enabling Delegate Signing

The Delegate Signer option must be enabled by the sender. 

For all documents

(Super Admin or Admin access required)

1. Navigate to the Settings tab at the top of the page.
2. Click Sending/Signing. Select the 'Allow Recipient(s) to Delegate Signing'-option to 'Yes'.
   
   

This option allows recipients to delegate signing for all documents sent from the account.

For a Specific Envelope

1. In the envelope preparation, click the More Actions button in the top right corner of the window.
2. Click Advanced Sending Options.
   
   
   
3. Scroll to the bottom of the options menu that appears and press the 'Override account default settings'-option. Enable the 'Allow Recipient(s) to Delegate Signing'-option.
4. Click Save and Send.
   
   
   
   
   

After an Envelope is Sent

The Delegate Signer option can be enabled after the document has been sent to the recipient if the folder status is Shared or Partially Signed. 

Shared Envelope

Note! This will resend the envelope to recipients.

1. Open the Shared Envelope.
2. Click the Modify Folder from More Actions. Click OK.
   
   
   
3. This will revert the document to a draft. Click Advanced Sending Options from the More Actions button.
4. Scroll to the bottom of the options menu that appears and press the 'Override account default settings'-option. Enable the 'Allow Recipient(s) to Delegate Signing'-option.
   
   
5. Click Save and Send.

Partially Signed Envelope

Note! This action will remove any signature from the envelope.

1. Open the Partially Signed Envelope.
2. Click the Remove All Signatures from More Actions. Click Confirm.
   
   
   
3. Click Modify Folder from More Actions. Click OK.
   
   
   
4. This will revert the envelope to a draft. Click Advanced Reminder Options from the More Actions button.
   
   
   
5. Scroll to the bottom of the options menu that appears and press the Override account default settings option. Enable the 'Allow Recipient(s) to Delegate Signing'-option.
   
   
   
   
   
6. Click Save and Send.

Delegate Signing on Recipients End

1. Open the envelope.
2. Click Delegate Signer from More Actions.
   
   
   
3. Add Email Address and Name for the New Signer.
   
4. Provide a reason why you are delegating signing.
5. Click Replace Signer.
   
   
   
6. New recipients will receive the Invitation Email and see the reason for delegating under the Comment section in the email.

Delegate Signing For a Longer Period of Time

Vacation Rules allow a user of the account to assign another user to sign on their behalf for a longer period of time while they are unavailable.