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Question

Delegation

I am the Docusign Admin, I want to know if I turn on “DELEGATION” function under the setting page, I think it will apply to all envelop?  

Can we only limit “delegation” allows for specific envelopes only? how?  

2 replies

Pawan Gangwani
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Userlevel 4
Badge +8

Hello @C_ Yip 

I hope you doing great. if you want to know that you assign the delegation then click on the profile the “My Preferences”.
and you will see delegation under “Signing and sending” in left panel. refer the picture below:



and yes it will apply to all the envelops but if you wanna restrict user for delegated sign the envelop and template then is should be set on the specific envelope using “Advance option setting”

Link for more info: Restrict Delegated Signing on a Sent Envelope or Template

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C
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Userlevel 4
Badge +12

Hi @C_ Yip,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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