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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.
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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.
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| As soon as the delegation begins, the original user will be automatically set as "out of office". |
For more information about LEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
