How to delegate approvers in CLM

Forum|Forum|1 year ago
October 22, 2024
1 reply
225 views

Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. Does DocuSign CLM allow a user to automatically receive another user’s approval requests over a predefined time period?

Best answer by Pawan Gangwani

Hello @J Alan

Welcome to the DocuSign Community!

I think the best solution for this is “Managed By”. Open that user profile from CLM admin “User Management” or user himself can open their profile. Then you can the other user in “Managed by” who is going to take over the tasks.
Note: User must have the “User or Admin” CLM permissions to perform the task.

Thanks!

Pawan Gangwani

Answer

Hero

Hello @J Alan

Welcome to the DocuSign Community!

I think the best solution for this is “Managed By”. Open that user profile from CLM admin “User Management” or user himself can open their profile. Then you can the other user in “Managed by” who is going to take over the tasks.
Note: User must have the “User or Admin” CLM permissions to perform the task.

Thanks!

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