Delegate settings
Last updated
Last updated
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Users may not always be available to sign their documents, to curb this situation, SigningHub provides the ability to document signers to delegate the signing of their documents to trusted people within the Enterprise for a defined period of time. This could be used for when the signer is on holiday or travelling. Alternatively, SigningHub also provides the ability to assign Delegatees. Delegatees are trusted people who can review documents before being sent to the signer for being signed. The delegatees can also decline the documents that should not be sent to the signer.
SigningHub provides the Delegated Signing facility through which you can assign your signing authority to trusted people (your contacts) for a defined time period, so they may process the documents in your absence. If enabled, when a document is sent to you, a copy of the document will be automatically be forwarded to your delegated contact as well. SigningHub allows the signer to delegate their signing authority to multiple delegates at different defined time frames. The delegated contact can then process (sign / review / edit) the document on your behalf by using their own private key. The signature field will show the name of the delegated signer, however, the signature verification dialog will show your (the actual signer's) name along with a "Delegated" caption.
Click "Configuration" then click "Delegation settings" under Settings options in Personal Configuration section.
Enable "Delegated Signing" and click "Add a delegate" button.
Specify the contact to whom you want to delegate your signing authority. The contact can be specified by using their Name, Email ID, or National ID.
Specify the exclusive time period by using the "From" and "To" fields during which this configuration is effective. The Delegated Signing will be ineffective beyond the specified time period.
Click the "Submit" button. Repeat the above steps to add multiple delegates.
The delegate will be added in delegated settings list.
Click on "Save changes" button from "Delegate Settings" screen.
Click "Configuration" then click "Delegation settings" under Settings options in Personal Configuration section.
Select the desired delegate signing authority and click "Edit" in right panel.
Edit the information as required.
Click the "Submit" button. "Edit Delegate" dialog will be closed
Click on "Save changes" button from "Delegate Settings" screen.
Click "Configuration" then click "Delegation settings" under Settings options in Personal Configuration section.
Select the desired delegate signing authority and click "Delete" in right panel.
Click "Delete" in the confirmation dialogue.
Click on "Save changes" button from "Delegate Settings" screen.
SigningHub provides the delegatee facility through which you can assign your reviewing authority to trusted people (your contacts), so that they may filter documents for you. If enabled, the documents will be automatically forwarded to the delegatees before you are required to sign. The delegatee can then process (review / decline) the document on your behalf. The delegatee caption along with the signer name will be shown in the recipient's section. After a delegatee has approved a document, the documents shared with all the other delegatees will also be marked as approved, and the document will be forwarded to the original recipient(signer). After a delegatee has declined a document, the documents shared with all the other delegatees will also be marked as declined. When you disable the delegatee feature or delete all the delegatees, all the pending documents will automatically be forwarded to the original recipient(signer). Upon adding another delegatee, all the pending documents will be shared with the new delegatee as well. Upon changing a delegatee, all the pending documents will be moved from the previous delegatee to the new one. A delegatee is also allowed to view and add document comments on the document. A delegatee can also add attachments to the document, based on the "Allow Attachments and Merging" set by the document owner for the original recipient.
Click "Configuration" then click "Delegation settings" under Settings options in Personal Configuration section.
Enable "Delegated Review" and click "Add a delegate" button.
Specify the contact to whom you want to assign as your delegatee. The contact can be specified by using their Name, Email ID, or National ID.
Click "Submit". Repeat the above steps to add multiple delegatees.
The delegatee will be added in delegated settings list.
Click on "Save changes" button from "Delegate Settings" screen.
If you are an enterprise user, then the availability of this option is subject to the "Delegated Settings" provision in your assigned role. Please contact your Enterprise Admin to enable it.
If you are a part of any enterprise, and looking to delegate your authority to a guest user, then you must have the "Restrict Delegated Signing to only registered users" option un-selected in your assigned role.
A maximum of five delegates can be configured as signing authorities for different defined time frames.
A maximum of five delegatees can be configured at a time.
A user can be set as a delegatee for only one user. (Multiple users can not add the same person as their delegatee.)
The documents processed by the delegatee will stay with the delegatee, even after he has been removed as a delegatee.
