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This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

Signer Delegation: Firm settings

Configure Signer Delegation so recipients can assign signing authority to authenticated third parties, with optional KBA for delegated signers.
Signer Delegation
 lets a return receipt grant signing responsibility to a 3rd party. This sends a separate access email to the selected party, and they must pass authentication to sign.
Enabling Signer Delegation
note
Only System Administrators have access to the
Settings
 section.
  1. Go to
    Settings
    .
  2. Select
    E-Sign Options
    .
  3. Switch
    Signer Delegation
     on for the selected return types.
  4. Select
    Apply
     to save any changes made.
Turn on KBA for Signer Delegation
Once Signer Delegation is enabled, you may turn on KBA (Knowledge-Based Authentication) for delegated signers. This is recommended.
  1. Go to
    Settings
    .
  2. Select
    E-Sign Options
    .
  3. Select
    Use Knowledge-Based Authentication to initiate the Signing Process for delegated signers
     under 1040 Knowledge Based Authentication.
  4. Select
    Apply
     to save any changes made.

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