Set up delegate groups

eSignature  •  Article  •  8/27/2025  • 

You can set up delegate groups to allow signature responsibilities to be transferred when the primary signer is unavailable, ensuring continuity.

To set up delegate groups, follow these steps:

  1. Select the Search icon , enter eSignature Delegate Group, and then choose the related link.
    The eSignature Delegate Group page opens.

  2. On the General FastTab, enter the required information in the following fields:

    FieldDescription
    CodeEnter a unique identifier for the delegate group.
    DescriptionEnter a description for the delegate group.

  3. On the eSignature Delegate Group Lines FastTab, enter the required information in the following fields:

    FieldDescription
    User IDSelect the user who can sign documents when the primary signing authority is not available.
    User Full NameEnter the full name of the delegate user.

    The delegate group is set up and can be assigned to e-signature user groups as needed.