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 in a template

1. Open the template in edit mode.

2. 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 a single 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.