Follow

Signer Delegation within Simple Setup

Last updated 2021-04-30 19:08:26 UTC

Signer Delegation is a feature of Simple Setup that allows an envelope signer to designate another to sign on their behalf.  Delegation is tracked in the audit history on the Envelope Details report. 

Signer Delegation has several main components: 

Enabling Signer Delegation for Templates or Ad-Hoc Envelopes in Settings 

Allowing Signers to Delegate on Templates or Envelopes 

Adding Signer Delegation Merge Fields to Email Templates 

Viewing Signer Delegation Activity Via Reporting 

Where Signers Will See the Delegate Signing Button 

Steps Signers Will Need to Follow to Delegate Signing 

 

Enabling Signer Delegation for Templates or Ad-Hoc Envelopes in Settings 

You will first need to ensure Signer Delegation is turned on for the account. 

First, click the three horizontal lines in the upper right corner of the AssureSign portal: 

blobid0.png

 

Then, click Administration: 

blobid1.png

 

On the left hand navigation tree, click Settings: 

blobid2.png

 

At the bottom of the Signing Customizations section, you will see the following options: 
blobid3.jpg

Enable Signers to Delegate Signing: Set this to Yes to make Signer Delegation available for templates 

Allow signer delegation on ad hoc envelopes: Set this to yes if you wish for non-template envelopes to allow signer delegation 

 

Allowing Signers to Delegate on Templates or Envelopes 

First, configure a template as you would normally.  If you need assistance setting up your template, please see our documentation here regarding working with Simple Setup templates. 

The setting for signer delegation on an envelope is contained in the more (...) menu for that signer.  To access the more menu, click the next to the Signer’s name: 

blobid4.png 

 

Scroll down in the signer settings to the field “Allow Signer Delegation” and change it to "Yes" to enable signer delegation for that signer: 
blobid7.png

Click Save Signer. 

 

Adding Signer Delegation Merge Fields to Email Templates 

Signer Delegation now has a built in merge field to include a button for Signers to be able to delegate their signature responsibilities directly from the notification email.  Follow the below steps to enable the button for signers within their notifications for signing. 

First, click the three horizontal lines in the upper right corner of the AssureSign portal: 

blobid0.png

Then, click on Administration: 

blobid1.png

 

On the left hand navigation tree, click Email: 

blobid8.png

Locate the email design where you wish to enable the button for Signer Delegation and click the blue hyperlink edit next to it. (Note: it is highly recommended to add it to any Document available to sign emails you wish to use with Signer Delegation. 

Place your cursor in the Email body where you wish for the Signer Delegation button to appear.  

Click the Insert Merge Field button: 

blobid10.png

 

Select the option “Signer Delegation Button”. 

blobid11.jpg

 

The merge field will be inserted as shown below: 

blobid12.png

 

Click Save. 

blobid13.png

 

Viewing Signer Delegation Activity Via Reporting 

When signer delegation occurs on an envelope, this will be reported in the audit history as shown below: 

blobid14.png
 

Where Signers Will See the Delegate Signing Button 

Signers have the option of delegating signing from multiple locations throughout the signing process.  They can delegate signing directly within a notification email if the Signer Delegation Button has been added to the notification for the envelope, or they can also delegate signing on the Welcome Screen, the Terms and Conditions screen, or during signing on each jotblock.  If the initial signer signs multiple jotblocks and delegate signing on a subsequent jotblock, the signing experience will restart for the newly delegated signer, and the previously entered responses from the initial signer will be discarded. 

If the Signer Delegation button is added to emails, this is how the button will appear in the notification email: 
blobid15.jpg

 

This is how the Delegate Signing button appears othe Welcome page: 

blobid16.jpg

 

This is how the Delegate Signing button will appear on the Terms and Conditions page: 
blobid17.jpg

 

This is how the Delegate Signing button will appear for non-signature jotblocks: 

blobid18.jpg

This is how the Delegate Signing button will appear for Signature Jotblocks: 
blobid19.jpg
 

Steps Signers Will Need to Follow to Delegate Signing 

First, the Signer will need to click Delegate Signing on one of the views presented immediately above this section.   

The Signer Delegation view will appear.  Fill out the values shown below: 

blobid20.png

New Signer Name: The name of the new Signer 

New Signer Email Address: The email address where the delegated signer should receive notifications 

 

Click the orange Delegate button. 

blobid21.png

 

Once that is clicked, the initial signer will see the message below: 

You have successfully delegated signing.  The final signed version of your document will be available for you to view, print, or download after all signers have finished signing. 

The new Signatory will have the same privileges as the initial signatory would have, including the ability to delegate the signing to someone else or back to the original Signatory. 

Have more questions? Submit a request