How can I add a delegated signer in DocuSign?

Tags docusign
 
  1. Go to docusign.charlotte.edu.
  2. Enter your NinerNET credentials in the Web Authentication screen that appears and click Log In.
  3. Click your profile icon in the top right corner of the Home screen and select My Preferences from the dropdown.
    My Preferences
  4. On the left side menu click Delegation.
    Delegation
  5. Click the ADD DELEGATE button in the top right corner.
  6. Enter a Start Date (required) and an End Date, if desired.
  7. Enter all or part of the name of the delegate in the Search box and hit Enter.
  8. Select the radio button to the left of the desired delegate's name in the listing.
  9. Click the ADD button to save the new delegation configuration.
  10. Click Home on the top menu to return to the DocuSign Home screen.

NOTE:  While a delegation is in place, both the designated recipient and their delegate will receive signing invitations unless the sender restricts delegated signing.  The History on the envelope will clearly indicate when a delegate also received an invitation to sign.

Delegate Use of Assignee's Signature

If a delegate is asked to sign a document on behalf of an assignee using a signature provided by the assignee then the guidance available here can assist with this process.

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