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Assigning a Deputy
If you’re taking a leave or going on vacation and need someone to manage your document approvals, you can assign a temporary substitute for a specific time period. During this time, your substitute will receive approval invites and handle them on your behalf. The audit trail will clearly show who was originally invited and who made the approvals as a substitute.
To set this up, click on your company name in the header of the system and choose MY PROFILE > Manage > Substitutes.
One-time Delegation
If you only want a specific one-time decision to be made by someone else, use the Delegate button, located below the Approval and Reject buttons on each invite.
