Admin Assistants, if listed as part of a workflow step, will receive an email stating that their Approver has been assigned a task to approve a document. If the Admin Assistant is aware that their Approver is unable to approve the document, they may reassign the task to a Delegate, if one is listed, by clicking on the link that says Click here to reassign this task to a Delegate in the email notification.
NOTE: If no Delegate is listed, Admin Assistants will have to contact an Administrator to approve the document on their Approver's behalf.
Click on the Add Delegate button to Delegate the task to one of the listed users.
From the pop up, select the checkbox next to the Delegate's name to reassign the task to them. Click OK to complete the process.
The assigned Delegate will receive an email stating that they have been assigned a task to Approve the document.
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