Objectives
- Migrate Matters, tasks, contracts, hearings, etc... to alternative users while the original user is out of the office.
Steps
Delegation allows users to transfer existing matters cases tasks contracts reminders, or future work to others during their absence.
To add a new Delegation you must navigate to System Settings→ Teams→ 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 Tasks, Contracts, Matters, Hearings, etc...
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You can have to include some the statuses for Tasks, Contracts, and Matters. You have the option to predefine statuses from the settings. In the Delegation setup and configuration settings, you can establish default statuses for delegated contracts, tasks, and matters.
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In the following steps, you can select specific items to delegate.
You can also assign contracts awaiting your approval and signature to alternative users.
The final step will be the confirmation, therefore confirm the added delegation and you can choose to revert back the Matters and Contracts once the delegation ends.
Both users will receive email notifications will all the delegation details.
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As soon as the delegation begins, the original user will be automatically set as "out of office". Learn more about how to enable the Out-of-Office feature in this guide. |
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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. |
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