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7

Delegate Option not visible

New Here ,
Nov 22, 2023 Nov 22, 2023

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Hello,

 

We have recently launched AdobeSign in our company and we are struggling with reoccuring problem, that makes the signing process for us and our customers difficult.

 

We would like our customers to have an option to either sign or delegate agreements for signatures, as we don't always know who the correct signatory is. We don't want to assign them a "delegator" role, as this one doesn't allow to sign if they are actually the signatories. We're aware of two options for delegating for signature (one in email as per attached scheenshot, second in options inside of the agreement), but many of our customers complain that they do not have those options at all, and as such, they cannot delegate agreements.

 

As a result cancel agreements, then re-upload and resend again to right signatories , which is a bit of struggle and not a cost-effective way. 

 

We're also aware of the option to replace signers in the settings, but we feel it is still a workaround, and not ideal as it adds extra admin time (customer to contact us, our admin to update and so on).

 

We've looked everywhere possible but can't find any answers to this issue. I would be grateful for some advice!

 

Many thanks,

Dominika

TOPICS
Adobe Sign forms , How to sign , Manage documents , Self sign , Send documents

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Adobe Employee ,
Nov 22, 2023 Nov 22, 2023

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Hi Dominika337920236ug7,

 

Thank you for reaching out.

 

Please ensure that the option to delegate is enabled under the account settings in Acrobat Sign. Check with the account admin and make the required changes. Go to Account tab > Account Settings > Global settings in Acrobat Sign. Then, in the right-hand window, go to the option "Delegation for users in my account". 

Refer to the screenshot of the settings below: 

 

MeenakshiNegi_0-1700675485370.png

 

 

Let us know if that is not the case or if you need any help.

 

Thanks,

Meenakshi

 

 

Marking a reply or response “Correct” will help future users with the same issue quickly identify the correct answer.

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New Here ,
Nov 23, 2023 Nov 23, 2023

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Hi Meenakshi,

 

Thank you very much for your response. I'll check that with our IT. 

Just to clarify it, is this setting applicable only for users under our [company] account? It means that anyaone working in our company can delegate? We look for option to enable our customers, that are not under our account, and may not have AdobeSign account at all, to be able to delegate.

Many thanks,

Dominika

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