Delegation in Signeasy allows you to assign a team member to sign documents on your behalf when you're out of office. This ensures that signature requests don’t pile up and your workflows continue without interruption.
This feature is ideal for vacations, planned leaves, or any period of unavailability.
Why Use Delegation
When you’re unavailable, pending signature requests can delay agreements and impact business operations. Delegation helps you:
Keep document workflows moving
Avoid delays due to unavailability
Ensure timely completion of agreements
Maintain visibility and accountability
Key Requirements
Delegation is a team feature
You can only delegate to members within your organisation
The delegate must already be a Signeasy user in your team
Available on Business Pro and above plans
How to Set Up Delegation
Follow these steps to enable delegation:
Go to your Signeasy Home screen
Click on your Profile
Navigate to Account & Settings
From the left menu, select Manage Teams
Scroll to Out of Office Delegation
Click Set up Delegation
Configure Delegation
Select a delegate from your team
Set the start date and end date for your absence
(Optional) Enable email notification to inform your delegate
Click Activate Delegation
What Happens Next
Your delegate receives an email notification informing them of the assignment
This ensures they are aware and prepared
How Delegation Works
During the selected dates, all signature requests assigned to you are automatically routed to your delegate
The delegate can view these documents in their document list
They can sign on your behalf
Audit Trail Transparency
Every delegated signature is clearly recorded:
The audit trail indicates that the document was signed by the delegate on your behalf
Below is a video tutorial for delegating signing to a team member in Signeasy.