Tutorial: Delegate Your Approvals While Out of Office

Goal: Ensure business continuity and prevent approval delays by temporarily assigning your approval tasks to a colleague when you are unavailable (e.g., on leave).

Taking leave or being temporarily unavailable shouldn't bring your team's approval processes to a halt. Zudello allows you to delegate your approval responsibilities to a trusted colleague for a specified period. This ensures documents continue to move through the workflow smoothly, even in your absence.

This guide walks you through the complete journey of setting up, configuring, and eventually removing approval delegations within your Zudello user profile.

Steps:

1. Access Delegation Settings
2. Set Delegate and Dates
3. Configure Delegation Options
4. Remove Delegation (Optional)

Let's start by finding the delegation settings in your profile.