How to Delegate an Envelope Manually

Delegate an envelope to another mailbox so it can complete the step, and learn how to cancel delegation.

Delegate an envelope

1. Open an envelope in Waiting for you status.

2. Click the Delegate icon in the envelope header.

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

4. Click the button.

The envelope is sent to the selected mailbox.

Cancel delegation

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

1. Open the envelope processing flow window.

2. Find the delegated step.

3. Click the button.

The delegation is canceled and now again in Waiting for you status.

Notes and limitations

• The Delegate button appears only for mailboxes with the delegation permission.

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

Related topics

• How to Set Up Automatic Envelope Delegation

• How to Restrict Envelope Delegation