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Participant
March 8, 2021
Question

Delegation Concerns

  • March 8, 2021
  • 1 reply
  • 335 views

I would like to understand if it is possible, and how to:

  • Manually delegate the internal signatory prior to the external customer signing.
    • In this case, customer signs first, the sender would sign second; I've observed that the sender is unable to delegate their signing part prior to it arrive back.
  • Delegate an Agreement, which is currently with a the person to sign, and they are "deactivated" by the Group Administrator
    • In this case, when on "user edit" the Group Admin unticks user can send / user can sign & sets an autodelegate, I've observed that the the Agreements currently with the signer are not delegated for action.
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1 reply

MJA1984Author
Participant
March 22, 2021

bump