I see that you can’t retroactively set up a Delegated Signer - a person can only set that up from today forward. What happens if a person sets up Delegated Signer after the envelope has been sent, but before it’s been signed? Will the Delegated Signer option kick in and the Delegated Signer be notified when the next Reminder to sign is sent?
Hello
Thank you for reaching out to the Docusign Community.
According to the guide Add a Delegate To Sign on Your Behalf, once the delegate is active, they receive all new envelopes sent to you to sign. As needed, they can complete them on your behalf. The delegation is available for the envelopes sent after the set up.
Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.
Let us know if you need further assistance.
Best regards,
Christopher | Docusign Community Moderator
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