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How can I forward a document or delegate a signature?
How can I forward a document or delegate a signature?
Jacob Engels avatar
Written by Jacob Engels
Updated over a week ago

Recipients assigned to a signature block in Paperless.io can delegate their signature to an alternative signatory using the "Forward" feature. This option is available for recipients after you have sent out the document and they open it.

Forwarding or delegating a signature

  • Click Other Actions in the toolbar

  • Click Forward

  • Choose if you'd like to forward a document for someone to view or delegate the signature
    โ€‹

    Delegating a signature

  • Enter the name and email address of the new viewer / signatory

    (Optional: Enter a message)

  • Click on the blue invite button: Invite another person / Delegate signature authority
    โ€‹

Note: if you delegate signature authority, your own status will change to viewer

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