Auto Delegate

How to create Auto delegation

Step 1: Log in to the emSigner account using your Admin User Name and Password

Enter the password to login into the account.

Step 2: Click on the Settings tab present at the top.

emSigner Settings Tab

Step 3: Navigate to “Auto delegate” under "Admin Settings.

Auto Delegate under Admin Settings

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.

Configure a New rule

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).

Auto Delegate rule

Step 6: Upon successful creation, you will see the details on the Auto delegate page.

Success popup for new Auto delegate rule

Step 7: You can edit the delegated record or mark it as inactive using the action icons.

Edit under Action for Auto delegate