I need to send a document to my client to sign, however i need to send it to his PA in the first instance so she can forward this on? how do i set this up plse?

[kevinh18119812]

Hi,

As above, I need to send a contract to my Client, but have to send via his PA. Is it possible to send a document to the PA for her to forward on to the Director to sign? if so how to I go about this? Normally I would put the email of the signee but have not done it this way before?

Thanks

[NakulB · Accepted solution]

Hello,

In this scenario, you may send the document to PA and she can direct the document to the Director for signatures.

Here is what you can do to delegate the document to new signer:-

- Open the document

- Click Alternative actions (top left corner)

- Select someone else should sign

Regards,

Nakul