Delegating Actionable Items

Actionable items will be found on the right side of the dashboard, NOT THE PIE CHART.

In a situation where a user that has been assigned to a workflow is out or for some reason unable to sign-off you would want to delegate that workflow step.  

Who you can delegate the workflow step (e-sign) depends on the other people who have been authorized to sign at the category level or workflow template.  If the delegate icon is mute, this means that this step is not able to be delegated.

1. Click on the Signatures Needed action, then click on the delegate icon Screen_Shot_2018-06-21_at_11.18.09_AM.png

Screen_Shot_2018-06-21_at_11.16.35_AM.png Screen_Shot_2018-06-21_at_11.17.45_AM.png

2. A drop down list of authorized users (assigned within the document category workflow) will appear in a modal box.  You can then choose the user you would like to delegate to.  You know  you have successfully completed the delegation when you see this appear at the top of the page   Screen_Shot_2018-06-21_at_11.20.19_AM.png

3. The selected user will the be notified via their dashboard and the next daily digest that they have a signature needed.

 

 

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