Availability: Business and Enterprise plans
How to send a document on behalf of someone else
Once your document is ready, click Review and send.
In the sending popup, you can update the document name if needed.
Open the From dropdown menu and select the team member you want to send the document on behalf of.
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:
Go to Settings in the bottom-left corner.
Select Notifications.
Enable Any messages or notifications for documents sent on my behalf.
Tracking send-on-behalf activity
When you send a document on behalf of a team member, the action is logged in two places:
Audit trail — shows who sent the document and on whose behalf it was sent
Latest activity — reflects the send event with the same attribution
The team member you selected as the sender is automatically added as a CC'd recipient on the document.
Note: They'll receive a copy of the document email, just like any other CC'd recipient.
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:
Open the extension card and click Workspaces.
Select the workspaces where you’d like to disable the feature.
Click Save changes.
