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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?
Solved
How to delegate approvers in CLM
+1- Newcomer
Best answer by Pawan Gangwani
Hello
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!
+15- Digital Leader
- Answer
Hello
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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