How to Restrict Envelope Delegation

Restrict envelope delegation at the template or envelope level so only recipients in the flow can process it.

Restrict delegation at the template level

1. Open the template in edit mode.

2. In the Recipient experience block , enable Delegation is denied toggle.

Template-level restriction applies to all envelopes created from that template. You cannot override it at the envelope level.

Restrict delegation for one envelope

Use this option if delegation is not restricted at the template level.

1. Open the envelope draft page.

2. Enable Delegation is denied toggle.