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Send documents on someone's behalf

Send documents on behalf of your team members. Receive all notification emails about a document even if you sent it on someone's behalf.

Updated yesterday

Availability: Business and Enterprise plans

How to send a document on behalf of someone else

  1. Once your document is ready, click Send and choose Send via email.

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  2. In the sending popup, you can update the document name if needed.

  3. Open the From dropdown menu and select the team member you want to send the document on behalf of.

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Notifications for "Send as"

  • Even if you send a document on someone else’s behalf, you will still receive all notifications about that document.

  • You can also choose to receive notifications for documents that others send on your behalf:

    1. Go to Settings in the bottom-left corner.

    2. Select Notifications.

    3. Enable Any messages or notifications for documents sent on my behalf.

How to disable "Send as"

The account owner can disable this feature in Extensions.

  • If you have one workspace: Open the extension and click Disable.

  • If you have multiple workspaces:

    1. Open the extension card and click Workspaces.

    2. Select the workspaces where you’d like to disable the feature.

    3. Click Save changes.

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