Delegate Signing Preparation
Last updated
Last updated
When preparing a signature, Aerofiler offers the option to delegate signing preparation to another person. You would use this option when Aerofiler has sent you a workflow for signature preparation, but the signatures should be prepared by another person. Example scenarios include:
Wet signature is required, but another person in the organisation is holding the signed document
Electronic signature is required, but you do not have access to an electronic signing account
To begin, click Actions -> Delegate Signing Preparation
A pop up will appear. In the dropdown, select the person who should prepare the contract for signing. Optionally leave a note explaining the reason for the delegation:
The delegation will be noted in the log:
Administrators have the ability to delegate signature preparation from one user to another. A demonstration of this is below:
