Allowing Someone Else to Take Over Signature Routing

[defaultts12onud45qq]

Hi all,

I need to send a document to 2-3 people in my organization who have administrative assistants that handle their signature routing. The signature routing chain might look something like this:

Me (document creator)

My supervisor

My manager

1 Assistant -> Director

2 Assistant -> Legal

3 Assistant -> Administrator

I thought that I could easily do this in adobe sign by requiring signatures in order, and then assigning certain signatures to Assistants 1, 2, 3 who can then delegate the signature to the appropriate party. The tricky part is that Assistant 1 needs to take over routing the document after it has been signed by the Director. She routes to Assistant 2 and then after Legal has signed she routes to Assistant 3 for the Administrator's signature. The issue we have now is that the document becomes locked after signatures. So even when she gets the document back after the Director signs, she has to unlock it using one of those print as PDF workarounds, assign new signatures, and take over routing. 

I tried assigning the signatures so her email is listed as the assigned signature in Assistant 2 and 3 spots, but then the document must be signed or delegated for her 3 assigned signatures all at once when she receives it after My manager signs.

Is there a way we can do this all in Adobe sign without using one of the unlocking workarounds? Maybe I need to set her as a Delegator?

Thanks!

[MagentaSA]

Setting the role to delegator should resolve your issue

[defaultts12onud45qq]

Excellent! Thanks so much for drafting this. We do not currently have access to Delegator role in Adobe so I'm not familiar with this function.

So essentially, Assistant 1 will delegate to the Director, she will receive the document back and then she can delegate it again and again. This might alter my workflow above like:

Me (document creator)

My supervisor

My manager

1 Assistant -> Director

1 Assistant -> 2 Assistant -> Legal

1 Assistant -> 3 Assistant -> Administrator

Will she be forced to delegate all 3 signatures when she receives the document after My manager signs? Or will it allow her to delegate the signatures one at a time?

Thanks for your help with this!