Process Flow

How can I delegate all signature permissions and process status changes from one user to another user for a limited period of time?

In case delegation of E-Signature and process flow is required, follow these steps:

E-Signature

  1. If the routing process has started, it cannot be replaced mid-process. To start over, cancel the current routing process and begin with the new user again.
  2. If the routing process has not started yet, you can manually change it by clicking “start routing” or through the admin (point 3 below).
  3. Revise the routing process in Admin and optionally add a temporary user as an alternate, making the alternate dynamic.

Process Flow

To delegate process flow permission to another user, you must add them to the same group as the current user. This feature relates to “exclude group” in process flow.

Please see the relevant article – https://www.orcanos.com/help/knowledgebase/process-flow/

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