How to send an envelope for delegation

Delegate an envelope to another mailbox, so that mailbox can complete the step.

How to send an envelope for delegation

1. Open an envelope in Waiting status.

2. Click in the envelope header.

3. In the modal, select the delegate mailbox by name, UUID, alias, or email.

4. Click .

5. The envelope is sent to the selected delegate mailbox.

Cancel delegation

You can cancel delegation if the delegate has not completed their step yet.

1. Open the processing flow window.

2. Click .

Click to view the screenshot...

Notes and limitations

• The Delegation button appears only for mailboxes with delegation permission.

• You cannot delegate a role to a mailbox that already participates in that role.