This setting allows processors to send documents but display another user's name as the sender. The option to update the sender's name appears during the second step of processing a document.
Setting Up Sender Delegation
Note:
Only System Admins have access to the Signatures Settings.
- Click on Settings to open the menu.
- Click on General.
- Scroll down to Delegation at the bottom.
- Click the radio button next to Sender delegation in order to select a list of users that can use the delegation feature.
- Click the radio button next to Automatically delegate to everyone to allow all users to be selected as a Sender.
Sender Delegation
If the Sender delegation option is selected, the System Admin can determine which users can be available for delegation by selecting the gear icon.
- Click the gear icon.
- Drag and drop users from the Available Users to Delegation.
- This makes them available to be a delegate.
- Drag and drop users from Delegation to Available Users.
- This removes the option for them to be a delegate.
- Click Save.
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