How to enable the Auto Delegation feature

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:

  1. Log in to your Adobe Acrobat Sign account.

  2. Select the user icon in the top right-hand corner of the window and select Profile Settings from the drop-down menu.

    The Home page with the user icon expanded and the Profile Settings  option highlighted.

  3. Under Personal Preferences, select the Auto Delegation option.

  4. Enter the email address of the user to whom all future documents will be automatically delegated.

    Set the Delegation email

  5. Select 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.

  1. Log in to the Acrobat Sign account as an Admin.

  2. Select the Group or Admin tab.

  3. Select Users.

  4. Select the user record you want to edit to expose the available user actions.

  5. Select Edit User Details.

    The Users page with the user details exposed

  6. In the Auto Delegated Signer input field, enter the email address you want the agreement requests to be delegated to.

  7. Save the configuration.

    The Edit User interface with the Auto Delegated Signer option highlighted

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