Forward a Signing Task: Signer Delegation Without Breaking the Audit Trail

The permission is granted while the envelope is being prepared, in the Advanced Settings panel alongside the other signer permissions. It is shown as 允許簽署人轉交簽署任務 in the Traditional Chinese interface, and the wording follows the interface language you are using.

Nothing carries over to the next envelope. A sender who wants delegation available on a class of documents has to grant it on each one, which is the right default: the envelopes that need a fixed individual and the envelopes that need flexibility are rarely the same document type.

Once permitted, a signer who cannot complete the task opens the signing page and uses Transfer in the toolbar, naming the person who should take over. The sender does not approve that person in advance and is not asked to confirm the choice at the moment it happens.

That is the trade the permission makes. You gain the ability to unblock a signature without rebuilding the envelope, and you give up prior control over who the substitute is. Where the counterparty must be a specific legal person, the permission should stay off and the sender should reassign from their side instead.

The envelope is not cancelled and rebuilt. The outstanding signature fields pass to the new signer, and the activity log keeps initiation, the transfer with the outgoing and incoming names, and the subsequent signing as separate entries with timestamps.

That single continuous record is the reason to prefer delegation over cancel-and-resend when the only thing that changed is the person. Two envelopes produce two histories: one abandoned, one complete, with nothing in either explaining why the first stopped.

Notarial acts, court filings, statutory declarations and affidavits are valid because a particular person signed them. If the document text names the signer, a forwarded task produces a signature that does not match the document, and the mismatch is visible on the face of the file. Keep the switch off and reissue the document with the correct name instead.

Where a corporate seal or an internal approval has been submitted and is awaiting a decision, the relevant signing areas are locked and the Transfer action may be unavailable. The transfer becomes possible again once the approval finishes. Attempting the handover mid-approval produces a confusing state rather than a faster one.

Board resolutions, credit facilities and guarantees are signed to prove that a named officer held authority on a date. Delegation is not automatically wrong here, but the transfer entry becomes part of the evidence, and you need the activity log alongside the signed file to show who held the task when. If your evidence package cannot carry that log, keep the switch off.