How can I sign for someone else in DocuSign?

Note: The option to sign on behalf of another user applies *your* signature to an envelope, not another person's signature. And, Delegation can only happen between two people in the same DocuSign L4 Departmental account. Access cannot be delgated across accounts. 
Delegated Signing:
The person who would like to Delegate signing authority TO YOU can create a delegate as their Delegated Signer. This takes about one minute to do.

Instructions:

  1. Log in to your DocuSign eSignature account and go to My Preferences > Signing and Sending > Delegation
  2. Select 'Add Delegation' and complete the following:
    1. Select a user from the list of users on your account.
    2. Select a start date. Delegation activates at midnight on the start date, based on your account's timezone.
    3. (Optional) Select an end date.
  3. Review the delegate status information:  
    1. •Active. The delegation is in effect. The start date has passed and if there is an end date, it is in the future.
    2. •Scheduled. The start date for the delegate is in the future; delegation is not yet in effect. When the Delegation start date is in effect, the delegate will then receive email notifications for envelopes to sign on behalf of the Manager, Chair, Dean etc.
  4. Where to see the status that you have been added as a Delegate: Navigate to My Preferences, Delegates, then click to the tab next to My Delegates: Delegated To Me.  
  5. Notifications: Delegates should receive an email when an envelope is routed to to sign. That won't happen until it's their turn to sign, so if an envelope is sent that includes several signers and the person you're signing for, you should receive an email only when it's their turn to sign. You can test this by sending a test envelope (anything at all that requires a signature) to two people, yourself, then the person you're signing for. If you need to review or update your email notifications, follow these DocuSign instructions to update your email Notifications. 

When the Delegate applies a signature, all recipients will see the Delegates signature, NOT the signature of the Manager, Chair, or Dean. See this link about setting up Delegation, and about Signing as a Delegate. 

Topics

eSignatures topic page