How do I assign DocuSign to someone else?

How do I assign DocuSign to someone else?

I’ve been including these instructions to the person who will need to reassign the document.

  1. From the envelope, click “OTHER ACTIONS.”
  2. Click “Assign to Someone Else.”
  3. Enter the new signer’s email address, name, and reason for changing the signing responsibility.
  4. When finished, click “ASSIGN TO SOMEONE ELSE.”

How do you put send on behalf of?

Sending On Behalf of another user

  1. Open a new email and go to Options. Click From to show the From field.
  2. Click From > Other E-mail address.
  3. Send the message.
  4. Message recipients will see in the From field: Your Name on behalf of Other User Name .

Can you delegate DocuSign?

Any emails sent in response to a DocuSign request for signature are automatically sent to the email of the Sender of the envelope. But DocuSign by it’s very nature can be accessed from any device you can receive email it. For that reason alone, signing delegation isn’t that necessary.

What does it mean to send on behalf of someone?

(also on someone’s behalf) done for another person’s benefit or support, or because you are representing the interests of that person: I’d like to say on behalf of the whole group that we wish you well in your new job.

Can you create a link in DocuSign?

In the pdf editor tool bar at the top you should see an option to embed a link. Follow that process, paste the link when required. Load the document into your envelope and add all your fields etc. Once the signer signs the signing of your envelope, they will be able to download the signed envelope.

What is a delegate signature?

A person may delegate or assign to another authority to use a signature stamp with the person’s name or to sign the person’s name. The person delegating signature authority to another is ultimately responsible for the delegated individual’s actions.

How do I allow someone to send an email on my behalf?

Select the user you want, expand Mail Settings, and then select Edit next to Mailbox permissions. Next to Send on behalf, select Edit. Select Add permissions, then choose the name of the user or users that you want to allow to send email on behalf of this mailbox. Select Save.

How do I change my signature on a DocuSign document?

Any emails sent in response to a DocuSign request for signature are automatically sent to the email of the Sender of the envelope. Thus they can make changes accordingly as needed if under time constraints. But this change needs to come from the Sender of the documents or their agent.

How can I sign a document to someone else?

Your client can also use our ​ASSIGN TO SOMEONE ELSE feature: This option can be used to send this document to another person when they should be the signer. You will be asked to provide the new signer’s name, email address and a reason for changing the signer.

Do you need to sign on someone’s behalf?

Thus they can make changes accordingly as needed if under time constraints. But this change needs to come from the Sender of the documents or their agent. But DocuSign by it’s very nature can be accessed from any device you can receive email it. For that reason alone, signing delegation isn’t that necessary.

How does a delegate sign on someone’s behalf?

That way the delegated to party signs as themselve rather than signing as the original recipient. If the Out of Office is set up correctly, the sender is notified that their recipient is out of the office as well as whom their delegate is.