Objectives
- Migrate Contracts awaiting approvals and signatures to alternative client portal users while the original user is out of the office.
Steps
Delegation allows collaborators to transfer existing work such as contract approvals and signatures, or future work to others during their absence.
This can be managed from the main application, where administrators can control how work will be reassigned between client portal users during their absence.
To add a new Delegation between Client Portal users you must navigate to System Settings→ Client Portal→ Delegations
...
You can track all previous delegations, the ones in progress, and planned delegations, and cancel, end, or add new ones.
As a first step, select the users' names and the period of the delegation (start and end date).
Then enable/disable the delegated modules, such as Contracts & Documents Approvals or Contracts & Documents Signatures
In the following steps, you can select the contracts to delegate.
Finally, confirm and proceed with the delegation process.
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Delegation will now extend support to all newly created contracts during the delegation process, assigning work in the approval or signature center to the alternative user. This extension will also be applied to the CP delegation. |
Both users will receive email notifications will all the delegation details.
| Note |
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| As soon as the delegation begins, the original user will be automatically set as "out of office". |
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