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How to Add a Delegate in DocuSign

·2 min read
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Delegating signing authority in DocuSign allows another user to sign documents on your behalf for a specified period. This can be useful for managing workloads or when you are unavailable. Follow this guide to set up a delegate in your DocuSign account.

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Here's how to add a delegate in DocuSign

  1. Access Your Profile Settings

    From the DocuSign dashboard, locate and click your profile icon in the top right corner of the screen. This action will open a dropdown menu with various account options.

  2. Navigate to Preferences

    In the dropdown menu that appears, select 'My Preferences'. This will take you to your personal settings page where you can manage various aspects of your DocuSign account.

  3. Select Delegation Settings

    On the preferences page, look for the 'SIGNING AND SENDING' section in the left sidebar. Under this section, click on 'Delegation' to access the delegate management page.

  4. Initiate Adding a New Delegate

    On the Delegation page, click the '+ Add Delegate' button. This action will open a new modal window where you can configure the details for your new delegate.

  5. Set the Delegation Period

    In the 'Add Delegate' window, click the calendar icon next to the 'Start Date' field to choose when the delegation should begin. Then, click the calendar icon next to the 'End Date' field to specify when the delegation will conclude.

  6. Select the Delegate User

    Below the date fields, you will see a list of available users. Click the radio button next to the name of the user you wish to set as your delegate.

  7. Confirm Delegate Addition

    After setting the dates and selecting the delegate, click the 'Add' button at the bottom right of the modal to finalize and add the delegate to your account.

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Frequently Asked Questions

A delegate in DocuSign is another user authorized to sign documents on your behalf. This feature is useful for ensuring business continuity when you are unable to sign documents yourself.