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How do I direct "complete" notification to a colleague when I'm on holiday?
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How do I direct "complete" notification to a colleague when I'm on holiday?
- Legacy User
Best answer by Community Expert
Hello,
Thank you for the clarification, we apologize but the only options available are to add them as a CC recipient and/or transfer the ownership of the envelope.
Other actions that might be feasible are the following:
The account admin can Manage Shared Access to Envelopes, so they can assign themselves or another user to have the option to manage the envelopes for the user that is on a holiday.
The user can follow this Shared Access to Envelopes to view your envelopes.
The admin can also transfer the envelope from one user to another to make the corrections please see Transfer Envelopes and Templates Between Users
Note: Neither of these two options will grant the user/admin the ability to sign on behalf of the other user.
When a user is out of the office, it is recommended to set up a Delegated Signing if needed,
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
- Legacy User
- 3548 replies
Hello,
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience, I understand that you want to direct the completed notification to a colleague.
To clarify are you the sender or a recipient of the envelopes?
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
- Legacy User
- 3548 replies
Hi,
Correct! I've created envelopes and sent out documents for signature however I'll be on holiday and would like to get the "complete" notification redirected to a colleague of mine temporarily.
How can I do that please?
Thank you
- Docusign Employee
- 1935 replies
- Answer
Hello,
Thank you for the clarification, we apologize but the only options available are to add them as a CC recipient and/or transfer the ownership of the envelope.
Other actions that might be feasible are the following:
The account admin can Manage Shared Access to Envelopes, so they can assign themselves or another user to have the option to manage the envelopes for the user that is on a holiday.
The user can follow this Shared Access to Envelopes to view your envelopes.
The admin can also transfer the envelope from one user to another to make the corrections please see Transfer Envelopes and Templates Between Users
Note: Neither of these two options will grant the user/admin the ability to sign on behalf of the other user.
When a user is out of the office, it is recommended to set up a Delegated Signing if needed,
Let us know if you need further assistance with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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