Delegate settings

Users may not always be available to sign their documents. To address this, SigningHub allows document signers to delegate the signing of their documents to trusted individuals within the Enterprise for a defined period. This feature is particularly useful when the signer is on holiday or travelling. Alternatively, SigningHub also allows delegates to review documents before they are sent to the signer for signing. Delegates can also decline documents that should not be sent to the signer.

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Delegated Signing

SigningHub provides the 'Delegated Signing' facility, allowing you to assign your signing authority to trusted individuals (your contacts) for a defined period so they can process the documents in your absence. If enabled, when a document is sent to you, a copy of the document will also automatically be forwarded to your delegated contact. SigningHub allows signers to delegate their signing authority to multiple delegates within different defined timeframes.

The delegated contact can then process (sign, review, or edit) the document on your behalf using their own private key. The signature field will show the name of the delegate, but the signature verification dialog will show your (the actual signer's) name along with a "Delegated" caption.

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Delegated Review

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 delegates before you are required to sign. The delegate can then process (review/decline) the document on your behalf. The delegate caption along with the signer name will be shown in the recipient's section. After a delegate has approved a document, the documents shared with all the other delegates will also be marked as approved, and the document will be forwarded to the original recipient(signer). After a delegate has declined a document, the documents shared with all the other delegates will also be marked as declined. When you disable the delegated review feature or delete all the delegates, all the pending documents will automatically be forwarded to the original recipient(signer). Upon adding another delegate, all the pending documents will be shared with the new delegate as well. Upon changing a delegate, all the pending documents will be moved from the previous delegate to the new one. A delegate 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.

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Add a delegated signer

1. Click on the 'Configuration' option in the right panel.

2. Click on the 'Delegation' option under 'Settings' in the 'Personal Configuration' section.

3. Enable "Delegated Signing" and click the "Add a delegate" button.

4. 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.

5. Specify the exclusive period by using the "From" and "To" fields during which this configuration is effective. The Delegated Signing will be ineffective beyond the specified period.

6. Click the "Submit" button. Repeat the above steps to add multiple delegates.

7. The delegate will be added to the delegated settings list.

8. Click on the "Save changes" button from the "Delegate Settings" screen.

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Add a delegated reviewer

1. Click on the 'Configuration' option in the right panel.

2. Click on the 'Delegation' option under 'Settings' in the 'Personal Configuration' section.

3. Enable "Delegated Review" and click the "Add a delegate" button.

4. Specify the contact to whom you want to delegate your review authority. The contact can be specified by using their Name, Email ID, or National ID.

5. Click the "Submit" button. Repeat the above steps to add multiple delegates.

6. The delegate will be added to the delegated settings list.

7. Click on the "Save changes" button from the "Delegate Settings" screen.

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Edit a delegate

1. Select the desired delegate, and click "Edit" in the information panel.

2. Edit the information as required.

3. Click the "Submit" button.

4. Click on the "Save changes" button from the "Delegate Settings" screen.

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Delete a delegate

1. Select the desired delegate, and click "Edit" in the information panel.

2. Click "Delete" in the confirmation dialogue.

3. Click on the "Save changes" button from the "Delegate Settings" screen.

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1. If you are an enterprise user, then the availability of this option is subject to ​the "Delegation Settings" provision in your assigned role. Please contact your Enterprise Admin to enable it.

2. 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.
3. A maximum of five delegates can be configured as signing authorities for different defined time frames.

4. A maximum of five delegates can be configured at a time.

5. A user can be set as a delegate for only one user. (Multiple users can not add the same person as their delegate.)

6. The documents processed by the delegate will stay with the delegate, even after he has been removed as a delegate.

7. An email notification and a system notification are sent to the user who has been appointed as a delegated signer, informing them that they have been appointed as a delegated signer or that the delegation time frame has been updated.