Admin-Level Automatic Delegation / Redirect for Envelopes

Problem
There is no single admin-level control to automatically redirect all envelopes addressed to a specific user (e.g., when someone leaves the company or changes roles).

Admins must rely on a mix of:

• Delegated Signing (user-level, manual setup)
• Custody Transfer Rules (post-creation workaround)
• Template updates (often complex and time-consuming)

This creates operational overhead and risk of envelopes getting stuck.

Proposed Solution
Introduce an admin-level “Auto-Redirect / Delegation Rule” that:

• Automatically reroutes all new incoming envelopes for a selected user to a designated delegate
• Works regardless of whether the user is a recipient or sender
• Applies globally (across templates, PowerForms, API integrations)
• Can be set with start/end dates or indefinitely

Key Benefits

• Eliminates dependency on user-level delegation setup
• Avoids editing large numbers of templates
• Prevents envelope delivery failures when accounts are deactivated
• Simplifies offboarding and role transitions
• Reduces admin workload and operational risk

Current Workarounds (Not Ideal)

• Delegated Signing requires user login/setup
• Custody Transfer Rules only act after envelope creation
• Template ownership updates are manual and error-prone