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Newcomer
November 19, 2025
Duplicate

Allow Organization Admins to Set Delegated Signers

Categories:Admin ToolseSignature
  • November 19, 2025
  • 2 replies
  • 59 views

We have encountered an issue where an employee was unexpectedly out on leave and no delegated signer was assigned.
One particular template had as a recipient this employee & the recipient settings were set as “sender can’t edit or delete the recipient”. This obviously caused some issues where the documents could not move forward, although our HR team had designated a delegate for all duties while this employee was out.

The idea would be to allow only organization admins to be able to set delegations on behalf of customers given the use case mentioned above.

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2 replies

Community Moderator
November 25, 2025
Idea merged into:

All the votes from this idea have been transferred.
Community Moderator
November 25, 2025
Idea SubmittedDuplicate