Step 2: Set Delegate and Dates

Once you've accessed the delegation settings for the correct team, select the user who will act as your delegate and specify the time frame.

Steps:

1. Choose Delegate: Click the drop-down menu under Delegate approvals to and select the user you want to delegate your approvals to from the list.
   • Important: Ensure this person has the appropriate authority and permissions to approve the documents you typically handle.
2. Set Start Date: Click the calendar icon under From date and select the date when the delegation should begin.
3. Set End Date: Click the calendar icon under Until date and select the date when the delegation should automatically end.
   • Note: The delegation remains active until the end of the selected "Until date".

What Happens Next?

You have selected your delegate and the duration. Now you can configure whether to include existing approvals and delegate other duties.

Next Step: Configure Delegation Options

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Related How-To Guides:

• Setting Up Approval Delegation