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Delegation Concerns

New Here ,
Mar 08, 2021 Mar 08, 2021

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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.
TOPICS
How to sign , Manage documents , Self sign

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New Here ,
Mar 22, 2021 Mar 22, 2021

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