How to Delegate a Document to Someone Else

The contract landed in your inbox, but procurement actually signs these. Don't forward the email — delegate properly, so the right person signs under their own identity. 

Steps 

1.  In the signing view, click Delegate in the top bar. 

2.  Enter the correct person's name and email, plus a short note explaining the hand-off. 

3.  Confirm. 

What Happens Next 

•  The delegate receives their own signing link — they sign as themselves, not as you. 

•  The sender is notified of the hand-off. 

•  The delegation is written to the audit trail, keeping the chain of responsibility explicit and defensible. 

Delegate vs. Delegation Settings 

•  This button — hands off a single document. 

•  Settings → Delegation — routes all your incoming documents to a colleague for a date range (vacation coverage). Different tools for different jobs.