Assign to Someone Else

3 replies
568 views
Translate All

I'm using DocuSign for Salesforce and I can't locate the Assign to Someone Else button in the Other Actions menu and can't figure out how to configure it. Does anyone know how to do this?

eSignature

C

Community ExpertAnswer

Docusign Employee

I'm not sure about the Salesforce part of this question, but in regular DocuSign, depending on how your account is configured, the change signer option may be either OFF for your account or OFF by default but capable of being turned on for the envelope. When sending, if you click on Advanced Options, check to see if the option is available there. If it's not available there, you may be able to enable the feature in your Settings Tab on the Signing Settings page.

C

Community Expert

Answer

Docusign Employee

I'm not sure about the Salesforce part of this question, but in regular DocuSign, depending on how your account is configured, the change signer option may be either OFF for your account or OFF by default but capable of being turned on for the envelope. When sending, if you click on Advanced Options, check to see if the option is available there. If it's not available there, you may be able to enable the feature in your Settings Tab on the Signing Settings page.

Translate

C

Community Member

Legacy User

Thanks a ton! It was in the Settings Tab. I had tried that setting individually on the envelopes, but I couldn't get it to work. Once I set it in Settings though, it's working.

Translate

C

Community Member

Legacy User

I am having the same issue. How do I get to the Admin Console? Can't seem to figure it out.

Translate

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.