Hi,
We have a user that wants to be able to sign a document on behalf of a colleague. They are already set up with ‘send’ access but it doesn’t allow for them to sign documents for them.
Many thanks
Hi,
We have a user that wants to be able to sign a document on behalf of a colleague. They are already set up with ‘send’ access but it doesn’t allow for them to sign documents for them.
Many thanks
Hello
Thanks for reaching out here in the Docusign Community—great to have you here!
Shared access allows a user to manage and send envelopes on behalf of another user, but does not permit signing documents for them. To sign on behalf of another user, you need to set up Delegated Signing.
This requires the original user to assign the delegate via My Preferences > Signing and Sending > Delegation, and the feature must be enabled by your account admin. Once set up, the delegate can sign documents on their behalf, with all actions properly logged for audit.
If delegation isn’t available, please contact your Docusign admin to enable it or check if your plan supports this feature.
I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions and locate it more easily.
Should you require any additional assistance, feel free to reach out. Thank you!
Regards,
Jenny | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!
Hello
I hope you're doing well. I'm following up on the above solution provided. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer " to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day!
Regards,
Jenny | Docusign Community Moderator
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