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Last updated on
Mar 7, 2023
Users can self-configure their auto delegation
A registered user's account can be configured to automatically delegate any agreement sent to their email address. This delegation happens automatically, and without challenge or notifications to the sender.
Note:
Fill and Sign and Structured Self Sign agreements (which only include the sender as the signer) are not delegated via the auto-delegation setting.
In order to set the "Auto Delegation", perform the below steps:
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Hover the mouse on the name shown on top right hand side and click My Profile
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Under Personal Preferences, click the Auto Delegation option
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Enter the email address of user to whom all the future documents would be automatically delegated
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Click Save
Admins can configure auto delegation for Users:
A Group or Account Admin can also set the Auto Delgation for any (non-admin) users under their authority.
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Log into the Adobe Sign account as an Admin
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Click the Group or Account tab
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Click Users
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Single click the User you want to edit to expose the User actions
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Click Edit User
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Enter the email address of the person you want the agreement requests to be delegated to
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Click Save
