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This article applies to:

Product: safesend
Subject: eSignature
Audiences: Staff

Sender Delegation

Gives processors to send documents on another user's behalf, displaying that user's name as the sender when sender delegation is enabled.

This setting lets processors send documents but display another user's name as the sender. The option to update the sender's name appears during the second step of processing a document.

Set up Sender Delegation

note

Only System Admins have access to the Signatures Settings
.

Select Settings
to open the menu.

Select on General
and scroll down to Delegation
.

Select the radio button next to Sender delegation
to select a list of users that can use the delegation feature.

Select the radio button next to Automatically delegate to everyone
to let all users be selected as a Sender.