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You have to include 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.
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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. |
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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