SSR Signatures Sender Delegation

You will be able to select Sender Delegation for SSR Signatures. This will allow you to give permission for others to send a document to be signed on your behalf.

First, each delegate and sender will need to be added to the Sender Delegates list under Signatures > Settings:

ssd1.png

 

Alternatively, an Administrator on the account can select Automatically delegate to everyone to add all Signatures users to the list at once. 

ssd2.png

The individual users can then click the gear icon in the upper right-hand corner and go to My Settings

ssd3.png

 

Scroll to the bottom, you will see the delegation list where you can add and remove users. 
ssd4.png

Important:

Both users must enable their settings for it to be bi-directional - access must be granted by both parties.


The following video will also walk you through the process:

https://safesendreturns.zendesk.com/hc/en-us/articles/360051087894-SSR-Signature-Settings-Overview-Video-


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