Select the Review and sign link from the initial notification email to open the e-sign page.
تاريخ آخر تحديث
18/09/2024
Delegate your authority to fill out and sign an agreement to another person.
Overview of delegating a recipient's authority to another person.
Recipients who are asked to interact with an agreement but feel they are not the right person for the task may want to delegate their position in the signature cycle and allow another person.
Delegating will remove the current recipient from the agreement and replace them with the new person (as identified by their email address).
Depending on how the sending account and agreement are configured, the delegation process may require the delegating recipient to provide additional contact information, such as the recipient's name or phone number.
Once a recipient has been removed from an agreement through delegation, they may not be re-added later.
How to delegate to a new person:
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ملاحظة:
The delegate link in the email triggers a message with instructions to open the e-sign page and select the Delegate option from the Options menu.
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Accept the Terms of Use and Consumer Disclosure as prompted.
Depending on how the sending account is configured, the Terms of Use and Consumer Disclosure can be presented in different ways, all of which are conspicuous in the interface to direct the recipient through the process. -
Select the Options menu in the upper-left corner of the e-sign page.
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Select the Delegate signing to another option.
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Provide the information required to identify and contact the new recipient.
Depending on how the agreement is configured on the senders' side, you may be required to provide:
- An Email address
- A Phone number
- The Name of the recipient
- A message for the recipient
Select Delegate when completed.
Once the delegation is submitted, a "success" message is displayed, and the new recipient is notified.
