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Auto Delegate
HOW TO CREATE AUTO-DELEGATION?
Step 2: On the top right corner, click on your profile image and then go to the “Settings” menu.
Step 3: Under settings, Click on “Auto delegate”.
Step 4: You will be navigated to the Auto Delegate page, where you can delegate documents to another user while you are away. Click on the “Configure New Rule” button.
Step 5: Enter the Email Id, Name, From date, To date and Reason for delegation. Once you input these details, click the “Save” button (Note: you can select the email id from the existing user list or enter a new email address).
Step 6: Upon successful creation, you will see the details on the Auto delegate page.
Step 7: You can edit the delegated record or mark it as inactive using the action icons.
Last modified 2mo ago