Sender Delegation

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.

1. Click on Settings to open the menu.
2. Click on General.
   • Scroll down to Delegation at the bottom.
3. Click the radio button next to Sender delegation in order to select a list of users that can use the delegation feature. 
4. 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.

1. Click the gear icon. 
2. Drag and drop users from the Available Users to Delegation.
   • This makes them available to be a delegate.
3. Drag and drop users from Delegation to Available Users. 
   • This removes the option for them to be a delegate.
4. Click Save.