Delegate documents

DocuSeal allows signers to delegate a signing request to another person. This is useful when the original recipient is not the appropriate person to sign the document or when they need to pass the responsibility to a colleague.

This feature is available in the Pro plan

Account admins can enable delegation in the account settings. By default, delegation is disabled.

  1. Go to SettingsAccount page.
  2. Find the Allow to delegate documents toggle.
  3. Toggle the option on. Account Settings Delegate Toggle

Once delegation is enabled, signers will see a Delegate button on the signing form page.

  1. Open the signing request email or link that was sent to you.
  2. On the signing form page, click the Delegate button.
  3. Enter the email address of the person you want to delegate the document to. Delegate Document Email Form
  4. Click Delegate to confirm. The new recipient will receive a signing request via email.