DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

Website

docusign.com

Industry

Collaboration

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How to add a delegate in DocuSign

Here is how to add a delegate in docusign

First click on the "RK" profile button in the top right corner of the header
Next click on "My Preferences" option in the dropdown menu
Then click on "Delegation" option in the left sidebar under the "SIGNING AND SENDING" section
Next click on the "Add Delegate" button in the top right corner of the main content area
Then click on the calendar icon next to the "Start Date" field
Next select your preferred date in the calendar picker
Then click on the calendar icon next to the "End Date" field
Next select your preferred end date in the calendar picker
Then click the radio button for the user you want to set as your delegate
Finally click on the "Add" button at the bottom right to confirm adding the delegate

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Why should you add a delegate in DocuSign

DocuSign is a leading digital transaction management platform that streamlines and secures electronic agreements.

Adding a delegate in DocuSign enhances workflow efficiency by allowing the assignment of signature responsibilities to colleagues when you are unavailable. This feature proves invaluable in maintaining seamless business operations, ensuring no delay in crucial document processing.

Enabling delegation within DocuSign provides flexibility and continuity, significantly reducing bottlenecks and improving collaboration within dynamic teams.

Last update

March 9, 2026

Tutorials