Delegating signature by another signer

Question

Hi, Everyone, how do you allow a signer to delegate signing to someone else? I cannot locate, nor recall what this feature/setting is called.

Example: I send a doc for signature to the person I believe is the correct signer. However, the signer receives the request and needs to push to another authorized signer.

Thanks for the help!

Community Expert · Accepted Answer

Maybe you are looking for the Change Signer feature? If this option is enabled for the envelope, the signer can open the OTHER ACTIONS menu and select the "Assign to Someone Else" option. To check whether Change Signer is enabled, you can correct or clone the envelope (but don't send) and select the "Edit" link next to Advanced Options.

Community Member · Answer

Thanks. I found the click box in the Advanced Options link as you noted - exactly what I was looking for, thanks.

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