Assign to Someone Else

Question

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?

Community Expert · Accepted Answer

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 beeither 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.

Community Member · Answer

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.

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