How to Delegate an Envelope Manually

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

How to send an envelope for delegation

1. Open an envelope that is in the Waiting 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 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 the button.

Notes and limitations

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

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