How do I Delegate signing of a document in a workflow to someone else?

Step 1: Login to using your User Name and Password

Step 2: You will be able to view the dashboard. Now click on ‘Pending‘ tab

Step 3: You will see a list of records that requires actions to be taken. You will find a view document‘ icon under Actions column in the list grid

Step 4: Upon clicking the “View Document” icon, you will beable to see your document. On top, you will find a “Delegate” button

Step 5: Click “Delegate” and you will prompted to select the user to whom you need to delegate. You can search the user in Email field. Once you select the user. Enter the reason for delegating in Reasons field (Note: you can also enter a new Email id, Name)

Step 6: Finally, click ‘Delegate to delegate the document for signature.

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