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Accepting a document on behalf of others

You can configure your account so that a certain user can accept documents on behalf of another. This function works only when the users are part of a Workgroup.

Configuring This Feature

To configure this feature, a System Administrator follows these steps:

  1. From the Account Settings view, click Roles and Permissions.
  2. Select the group that you want to turn on this feature for.
  3. Toggle to the Permissions screen.
  4. Click Proposal & Template Properties.
  5. Click the checkbox next to Accept document on behalf. The feature is now available to the group of users you selected.

Accepting On Behalf Of

Follow these steps to accept a document on behalf of someone else:

  1. Click Accept on the Document you wish to accept on behalf of.
  2. Click the Accept on behalf checkbox.
  3. Fill in the necessary fields.
  4. Click the acknowledgment statement and sign the document. All parties will be emailed a notification of acceptance. 
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