In order to auto delegate the documents received for signature from Adobe Sign, how to use auto delegation to set a certain person as Delegator?

Steps

In order to set the "Auto Delegation", perform the below steps:

  1. Login to Adobe Sign account.

  2. Hover the mouse on the name shown on top right hand side and click "My Profile".

  3. Under Personal Preferences, click "Auto Delegation" section on left hand side.

  4. Enter the email address of user to whom all the future documents would be automatically delegated.

  5. Click Save.

Additional information

An Account Admin can also set the Auto Delgation for the other users in their account.

  1. Log into the Adobe Sign account as an Account Admin.
  2. Click on the Account tab.
  3. Then click Users.
  4. Select the User you want to set the Auto Delegation for.
  5. Click 'Edit User'.
  6. In the section labeled: "Delegated Signer:" enter the email address you'd like to delegate to.
  7. Click Save.

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