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Setting Up Delegation When You're Away (Settings → Delegation)

Jul 31, 20262 min read

Vacations shouldn't create signature bottlenecks. Delegation forwards your signing duties to a trusted colleague for a set period, so documents keep moving while you're offline — and everything is properly recorded. 

How to Enable Delegation 

1.  Open Settings → Delegation (under the Personal section). 

 2.  Turn delegation on. 

3.  Choose your delegate — the colleague who will sign on your behalf. 

4.  Set the start and end dates of your absence. 

5.  Save. 

How It Works While You're Away 

•  Sign requests addressed to you are routed to your delegate automatically. 

•  Your delegate signs with their own identity, and the audit trail explicitly records that they acted as your delegate — the chain of responsibility stays intact and defensible. 

•  When the end date passes, routing returns to you automatically. No cleanup needed. 

Good Delegation Hygiene 

•  Choose a delegate with the authority to actually sign what you'd sign. 

•  Tell your frequent senders who's covering, so nobody is surprised. 

•  For a single document (rather than a period), use the Delegate button in the signing view instead. 

Note: Delegation is available on the Standard plan and above. 

Need More Help?

If you experience any issues during the sign-up process, our dedicated support team is here to help you get back on track.

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