How to use the Delegate Access feature in e-SignLive
Out of the office and need one of your colleagues to send and sign documents on your behalf? e-SignLive has got you covered with the Delegate Access feature, allowing you to grant others in your organization access to your e-SignLive account while you’re away from the office.
To delegate your transactions to an individual in your organization, follow these easy steps:
- Go to the ‘Account’ section and select the ‘Senders’ tab. This section contains the names of the colleagues within your organization. Within the ‘Senders’ tab, go to your name and click the ‘View/Assign delegates for this sender’ icon (Figure 1).
- The ‘Delegation’ dialog box will appear. In the ‘Add delegate’ dropdown menu, select the person you want to grant access to your e-SignLive account (Figure 2). Click Save.
- Within their account, your assigned delegate will click ‘Delegate’ then select your name in the drop down menu (Figure 3).
- The red line underneath the taskbar shows to your assigned delegate that they will now have access to your inbox, drafts, templates, and can send and sign documents on your behalf (Figure 4).
With the Delegate Access feature, you’ll no longer have to worry about monitoring transactions in your e-SignLive account while you’re away from the office.