Delegate Signing Preparation

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:

Administrator Delegation

Administrators have the ability to delegate signature preparation from one user to another. A demonstration of this is below:

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